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Why Choose Sterling

Sterling will provide you with technology tools to assist in the client transition process. A back-office specialist will coach you on the proper paperwork procedures and how to accurately complete dealer change and client account transfer documents while addressing any questions or concerns that you may have.

Sterling's Value

We focus on helping you reach your goals by building a customized financial plan. Together we can expand your investments into a foundation of wealth and sustainability.

Join our Team

Become a Sterling advisor today.

"We are an independent dealer with innovative ideas and we are committed to service excellence."


Nelson Cheng, B.A, Chief Executive Officer