Sterling Bridge Financial Group - Palm Harbor (FL)

5 /5 Jennifer Lechner: Wonderful team of professionals that are knowledgeable, efficient, patient, personable, honest, and strategic. Anthony and Frank along with Brittany, Jeff and Jimmy will have your best interest in mind when investing and planning your hard-earned money. My husband and I left our last planner due to concerns we had; and after meeting with this team, we realized she invested our money based on her commissions and her interests. We highly recommend this financial planning group. They will make you feel like you are part of the family.

5 /5 Bruce Peters, DO: Great advisory services and counseling that listen to you, study your needs and situation, and patiently walk you through the process for the best situation in both financial planning, taxes, and so much more that impacts your life and the generation that follows.

5 /5 Jack Zolnierowski: Three plus years ago, my wife and I went looking for a good Team of Financial Planners to take us to the finish line of our work life and on into retirement. We interviewed 7 people, and all were more interested in talking Wall Street Blah, Blah Blah math then listening to our needs. Then we meet Anthony & Frank and the Sterling Bridge Team. They are straight forward; Talk plan English and their team defines the word “Customer Service”. We couldn’t be happier. Having said that, 5 of our closest friends have also invested with them as well and they are very happy as well. We wanted a safe, steady stream of income based on our hard work and savings strategy of 40 years. We are retired and now our nest egg, based on the efforts of Sterling Bridge affords us a beautiful new “Retirement Cottage” as we call it and we are traveling the world in style. They help make our Dreams a Reality! The great part about Sterling Bridge is they Listen, Care more about the Client then their Pockets and Give Back to their community. I would give them a 10-star rating if I could…………

5 /5 debra smith: Highly, highly recommend this financial planning group. We met Frank and Anthony in 2018 at a seminar they gave on retirement planning. They have always been available to discuss any issues or inquiries. The office has a friendly atmosphere that made us feel like family and confident that the handling of our account was always done in our best interest.

5 /5 Joe Uhrinek: Was introduced to Anthony and Frank through a friend and immediately moved over all our accounts that could be transferred They quickly showed my wife and I additional ways to have our retirement funds work in our favor. No pressure, personal, professional, honest, young team that we felt comfortable from our first meeting. Their support staff also gets a 5 star rating as they are responsive, friendly, professional and extremely accommodating as well as fun to be with whether we are in meeting or attending one of their special events. They are also pretty good at Pickleball (especially Christa) as we have that in common. We never had financial advisors who put their clients 1st as they do and we are very comfortable to have them take care of our hard earned money.