Vivian H.
9/25/2014
I have to commend this company for their professionalism and follow-through, and attention to detail. We went to their seminar at Ruth Chris in Irvine, had an excellent dinner, and the seminar...
Sterling Financial Advisors
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25950 Acero Ste 310
Mission Viejo, CA 92691
Sterling Financial Advisors is a family-run business based in Mission Viejo, CA, offering a range of financial services including retirement income planning, asset management, tax-efficient strategies, and legacy planning. With a personalized approach, they aim to treat their clients like family, providing tailored solutions to help individuals protect and grow their wealth.
They also host seminars and events, providing educational resources and opportunities for individuals to learn more about financial planning and retirement strategies. With a team of experienced professionals, Sterling Financial Advisors is dedicated to helping clients navigate the complexities of financial planning and make informed decisions for their future.
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Reviews
3.59 reviewsRobert W.
1/21/2025
My husband and I have been with this company for several years and they are super nice, no fees, and lots of perks. I highly recommend trusting your investment with them!
Reinhold M.
9/30/2024
Dan, Jason, and the entire Sterling team are awesome. We know our investment is in very safe and in capable hands.
Tracy A.
2/22/2023
This is in response to the review from Marry S. Thank you Marry for your review. We were in need of a financial advisor. Although we have 401k, etc. we are at that age and looking for advice...
Mary S.
1/31/2023
We received an unsolicited offer in the mail to attend a financial lecture with dinner at Ruth's Chris in Irvine. As requested, we RSVP'd by phone, at which time a large amount of personal...
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