Sterling Financial Planning
Finance · New York, United States · 1-10 Employees
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Overview
Headquarters
475 Park Ave S Rm 2100, New York, New Yo...Phone Number
(212) 405-1616Revenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Mar
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ZI Rank
1
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About Sterling Financial Planning
Sterling Financial Planning is a fee-only financial advisory firm based in New York City, dedicated to providing unbiased financial advice to busy urban professionals. The firm focuses on creating personalized financial roadmaps that address clients' most urgent financial concerns, such as organizing finances, retirement planning, and investment evaluation. With a commitment to fiduciary responsibility, Sterling Financial Planning does not sell financial products or receive commissions, ensuring that their advice is objective and in the best interest of their clients. The firm offers ongoing guidance through a structured three-step process, helping clients implement and adjust their financial plans as needed.Explore more
Popular SearchesSterling Financial PlanningSterling Comprehensive Advisory LLCSIC Code 62,628NAICS Code 52,523Show more
Sterling Financial Planning Org Chart
CS
Financial & Life Planner
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
2014
MZ
Mitch ZidesPresident & Senior Independent Fee Wealth Advisor & Only Financial Planner & Portfolio Manager
Company Profile Activity
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Sterling Financial Planning is a fee-only financial advisory firm based in New York City, dedicated to providing unbiased financial advice to busy urban professionals. The firm focuses on creating personalized financial roadmaps that address clients' most urgent financial concerns, such as organizing finances, retirement planning, and investment ev... Read More
