Sterling Retirement Group of Sacramento - Roseville, California

When searching for comprehensive financial planning and consulting services in the Sacramento area, Sterling Retirement Group of Sacramento stands out as a reliable choice, especially for those in or around Roseville, CA. Located at Address: 300 Harding Blvd STE 115, Roseville, CA 95678, this esteemed firm can be reached at Phone: 67241702. Their dedication to providing tailored financial solutions is further highlighted by their user-friendly Website: sterlingretire.com.

Sterling Retirement Group specializes in offering Financial Planner and Financial Consultant services, ensuring that clients receive personalized advice to manage their financial futures effectively. Their services are not just about making recommendations but also about building long-term relationships based on trust and understanding. This approach is crucial for anyone looking to secure their financial future, especially in the face of retirement planning complexities.

For potential clients, it's worth noting that Sterling Retirement Group is fully accessible, with a Wheelchair Accessible Entrance, parking lot, and restroom, along with a general Restroom. This inclusive environment ensures that everyone feels welcome and comfortable during their visit. They also recommend making Appointments, which allows for a focused discussion tailored to your specific needs.

Customer reviews play a significant role in gauging the quality of service provided by any business. Sterling Retirement Group boasts 3 reviews on Google My Business, with an impressive average opinion rating of 5/5. This speaks volumes about the satisfaction their clients experience, highlighting the effectiveness and professionalism of their team.

One of the key factors that set Sterling Retirement Group apart is their commitment to excellence and client satisfaction. Their accessibility features, professional services, and positive client feedback make them a top choice for anyone in need of expert financial guidance. For those considering retirement planning or seeking to optimize their current financial situation, Sterling Retirement Group offers the expertise and support necessary to achieve financial peace of mind.

👍 Reviews of Sterling Retirement Group of Sacramento

Adam L.

5/5

I was in need of a financial planner in Roseville and am so happy to have found Brian Souders with Sterling Retirement Group of Sacramento! I am very cautious of who I work with regarding my finances, with Brian I am at complete ease with his knowledge and track record. I know quite a few financial planners personally, and Brian is still the clear choice. I am just starting my portfolio and will report back on the results. A few close friends of mine who recommended Brian have had absolutely stellar results, even during the recent market uncertainties. If you are looking for a financial planner that is knowledgeable, personable, gets results, communicates, a rad harmonica musician, and is a super cool dude, Brian is your guy!

Michelle G.

5/5

A friend of mine referred my husband and I to Brian Souders to look over our finances and give us guidance. We felt so comfortable from the moment we walked in, the receptionist is so friendly and welcoming. Brian has been so great to work with, he looked over our finances and retirement accounts gave us advice on what to do or not to do. Never once did we get a negative feeling or vibe from him. He never tried to push or sell anything on us and made us feel as though we were just as important as say someone coming in to invest a lot of money with him. We both have retirement accounts through our employers but neither of us knew what we were invested in let alone even looking at or how to manage it or make any kind of changes. We made another appointment with him and he educated us on what our options were and what he felt was best for us and made the changes for us, which I can't thank him enough for. Its not easy for me to trust others with my money but I 100% trust Brian and know without a doubt that he has your best interest at heart.

Raymond S.

5/5