Sterling Retirement Group of Sacramento - Roseville, California

When searching for professional financial guidance in the Sacramento area, Sterling Retirement Group of Sacramento stands out as a reputable choice. Situated at 300 Harding Blvd STE 115, Roseville, CA 95678, United States, this well-established firm offers a range of financial services tailored to the needs of its clients.

For those seeking assistance with their retirement planning or financial consulting, Sterling Retirement Group specializes in providing expert advice and personalized solutions. Their services are led by skilled financial planners and consultants who aim to ensure their clients' financial security and peace of mind in their later years.

One of the notable features of Sterling Retirement Group is their commitment to accessibility. The office boasts a wheelchair-accessible car park, wheelchair-accessible entrance, and wheelchair-accessible toilet, ensuring that all clients, regardless of mobility, can access their services comfortably. This attention to detail demonstrates their dedication to inclusivity.

For convenience and to facilitate appointments, they recommend scheduling in advance, which can be done easily through their provided contact information: 9167241702. Although they have only received 3 reviews on Google My Business, the average opinion stands at a impressive 5/5, indicating a high level of client satisfaction.

Clients appreciate the accessibility and the professional service offered by Sterling Retirement Group. The company's website, sterlingretire.com, provides additional insight into their services and how they can assist individuals or families in planning for a comfortable retirement.

If you're looking for reliable financial planning and consulting services, Sterling Retirement Group of Sacramento is definitely worth considering. With their expertise, accessibility, and positive client feedback, they are equipped to help you navigate the complexities of retirement planning.

👍 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