Sterling Financial Group

Finance · North Carolina, United States · 11-50 Employees

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Overview

Headquarters

119 S Trade St Ste 101, Matthews, North ...

Phone Number

(704) 845-0720

Revenue

$7.4 Million

Industry

Finance Securities Trading
ZI Rank: 3
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ZI Rank
1
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About Sterling Financial Group

Sterling Financial Group is a full service financial consulting firm committed to helping you achieve your financial goals. Like many firms, our representatives offer a wide range of services broad enough to cover your needs through every phase of growth. Using Model Portfolio Theory (MPT) business owners and individuals can identity their goals with a sound decision-making process. When circumstances call for an "atypical" approach, we jump at the chance to tailor our services to your individual and specific needs. Sterling Financial Group turns challenges into opportunities for the individual, the corporation, and most importantly, the family. Sterling Financial Group representatives provide unbiased advice, driven by the considerations of value for money, fitness for purpose and client need. Always accessible, we are enthusiastic about what we do and aim to form lifelong relationships with our clients. We believe that relationship is key to your future security and prosperity. ModerRead more
Sterling Financial Group's Social MediaPopular SearchesSterling Financial Group IncSterling FinancialSterling Financial GroupSterling Financial Investment Group IncSterling Financial Group LtdSIC Code 62,628NAICS Code 52,523Show more

Sterling Financial Group Org Chart

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Administrative Assistant

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Sterling Financial Group

$7.4M
11-50
Private
-
1991
<$5M
1-10
Private
-
-
VP
Vicki PortincasoSenior Executive Assistant & Director, Operations
<$5M
1-10
Private
-
2002
SW
Susanna WalkerDirector, Client Services
<$5M
1-10
Private
-
2008
N/A
<$5M
1-10
Private
-
2011
RC
Rachael CrawfordAdministrative Assistant
<$5M
1-10
Private
<$5M
-
BP
Bryan PetryManager, Wealth
<$5M
1-10
Private
-
1983
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Sterling Financial Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

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Frequently Asked Questions Regarding Sterling Financial Group

What is Sterling Financial Group's official website?
Sterling Financial Group's official website is www.sterlingfingroup.com
What is Sterling Financial Group's Revenue?
Sterling Financial Group's revenue is $7.4 Million
What is Sterling Financial Group's SIC code?
Sterling Financial Group's SIC: 62,628
What is Sterling Financial Group's NAICS code?
Sterling Financial Group's NAICS: 52,523
How many employees does Sterling Financial Group have?
Sterling Financial Group has 11-50 employees
What industry does Sterling Financial Group belong to?
Sterling Financial Group is in the industry of: Finance, Securities Trading
What is Sterling Financial Group competition?
Sterling Financial Group top competitors include: Stonebridge Wealth Management, Goodrich and Associates, Cascade Wealth Advisors, Handford Financial Strategies
What technology does Sterling Financial Group use?
Some of the popular technologies that Sterling Financial Group uses are: Cloudflare Website Optimization, Datadog, Google Font API, Google Tag Manager
How do I contact Sterling Financial Group?
Sterling Financial Group contact info: Phone number: (704) 845-0720 Website: www.sterlingfingroup.com
What does Sterling Financial Group do?

Sterling Financial Group is a full service financial consulting firm committed to helping you achieve your financial goals. Like many firms, our representatives offer a wide range of services broad enough to cover your needs through every phase of growth. Using Model Portfolio Theory (MPT) business owners and individuals can identity their goals wi... th a sound decision-making process. When circumstances call for an "atypical" approach, we jump at the chance to tailor our services to your individual and specific needs. Sterling Financial Group turns challenges into opportunities for the individual, the corporation, and most importantly, the family. Sterling Financial Group representatives provide unbiased advice, driven by the considerations of value for money, fitness for purpose and client need. Always accessible, we are enthusiastic about what we do and aim to form lifelong relationships with our clients. We believe that relationship is key to your future security and prosperity. Modern Portfolio Theory (MPT) is a theory of finance that attempts to maximize portfolio expected return for a given amount of portoflio risk, or rquivalantly minimize risk for a given level of expected return, by carefully choosing the proportions of various assets.Read More

What are Sterling Financial Group social media links?
Sterling Financial Group Linkedin page Sterling Financial Group Twitter page Sterling Financial Group Facebook page
Is Sterling Financial Group a public company?
Sterling Financial Group is private company therefore does not currently have an official ticker symbol
See more information about Sterling Financial Group

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