Sterling Financial Group
Finance · New Jersey, United States · 11-50 Employees
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Overview
Headquarters
60 Blue Heron Rd Ste 201, Sparta, New Je...Phone Number
(973) 729-1234Website
www.sterlingadvice.comRevenue
$5.3 MillionIndustry
ZI Rank: 1
Signal Type
Mar
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ZI Rank
1
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About Sterling Financial Group
Sterling Financial Group, Inc. offers plan-centered wealth management services focused on helping clients achieve their personal financial goals and dreams. With over 30 years of experience, the firm serves clients primarily in Northern New Jersey, as well as neighboring areas such as Pike County, Pennsylvania and Orange County, New York. They emphasize creating financial plans that enable personal freedom and long-term family support. Sterling is dedicated to providing expert guidance to ensure clients can enjoy their personal lives while effectively managing their financial futures.Explore more
Sterling Financial Group Org Chart
RW
Lead Planner
RS
Associate
CM
Senior Associate
DI
Senior Associate
CC
Associate
VE
Operations Specialist
KW
Client Relations Specialist
MH
Financial Planner
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Activity Insights
Sterling Financial Group is experiencing very low activity levels compared to other companies in the Finance sector.
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Sterling Financial Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Sterling Financial Group.
Sterling Financial Group Tech Stack
A closer look at the technologies used by Sterling Financial Group
Most Recent Scoops
Project
, according to a front-line source in financial planning, is in the midst of initiatives related to asset management. The organization is currently evaluating various vendors.
Asset Management, Financial Planning, Finance, Financial Strategy
Pain Point
Project
, according to a front-line source in financial planning, is planning to remediate challenges related to customer relationship management (CRM). Sterling Financial Group is planning to increase funding. The organization is currently evaluating Salesforce CRM.
CRM, Pain Point, Spending/Investment, Financial Planning, Funding, Sales, Finance, Financial Strategy
Project
, according to a front-line source in financial planning, is in the midst of initiatives related to data storage and management. The organization is currently evaluating various vendors.
Data Center, Storage, Database, Infrastructure, Data Management, Financial Planning, Data Warehousing, Finance, Financial Strategy
Project
, according to a front-line source in financial planning, has completed initiatives related to customer relationship management (CRM) within the last twelve months.
CRM, Financial Planning, Finance, Financial Strategy
Project
Automation, Financial Planning, Financial Systems, Finance, Financial Strategy
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Sterling Financial Group, Inc. offers plan-centered wealth management services focused on helping clients achieve their personal financial goals and dreams. With over 30 years of experience, the firm serves clients primarily in Northern New Jersey, as well as neighboring areas such as Pike County, Pennsylvania and Orange County, New York. They emph... Read More
