Sterling Wealth Strategies & Insurance Services

Description

• At Sterling Wealth Strategies & Insurance Services, we house a team of professionals who share a commitment to doing the right thing for our clients, knowing that people matter, while holding ourselves to very high standards. Our goal is to use our skills and financial knowledge to help you and those important to you enjoy financial security and prosperity throughout your lifetimes. Your success is our success and we work tirelessly to create appropriate strategies with the goal of optimizing your wealth building potential and financial well being. At Sterling Wealth Strategies, we offer an array of specialized strategies that will address virtually all of your financial needs. LEAP® is a comprehensive and detailed planning tool that sets us apart. It provides you with a detailed, holistic view of your financial world at any given time and helps us work with you to model and address a variety of financial scenarios and outcomes. Knowing how quickly events can change, we stay abreast of current legislation and trends, and how they might impact your financial future. Sterling Wealth Strategies is an Agency of Penn Mutual, founded in 1847, and is a highly rated mutual life insurance company. Supported by the strong resources of Penn Mutual, Sterling Wealth Strategies is well equipped to work with you to build your future. Registered Representative of, and Securities and Investment Advisory services offered through Hornor, Townsend & Kent, Inc., (HTK), Registered Investment Advisor, Member FINRA/SIPC, 4250 Executive Square, Ste. 500, La Jolla, CA, and (858) 926-2650. Sterling Wealth Strategies is independent of HTK.
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  Headquarters:4250 Executive Sq Ste 500, La Jolla, California, United States

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  Phone Number: +1 619-684-6400

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  Website: https://www.sterlingws.com

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  Employees:12

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  Revenue:$1 - 10M

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  Legal Name:Sterling Wealth Strategies & Insurance Services

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• |  NAICS Code: 524210  |

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