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As an independent investor, <br> you need an independent advisor

Independent financial advice is as
close as your local Sterling National Bank Financial Center.

When it comes to planning your retirement or preserving your wealth, you don't need an advisor who has an agenda or quota to fill. You need an advisor who can provide the best independent advice and solutions that meet with your financial goals. Did you know you can get independent advice on investing and insurance from a Sterling Wealth Services Financial Consultant at a financial center?

The advisors at Sterling Wealth Services will take the time to understand your financial needs and provide advice on investments and insurance that's tailored to your goals.


Weekly Market Commentary: Focus FAQs

We had the pleasure of joining just over 3,500 LPL advisors at our Focus 2018 national conference in Boston.

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Market Insight Quarterly: Second Quarter 2018 in Review

U.S. economic growth poised to rebound from a slow first quarter, but trade tensions present risk to business confidence.

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Weekly Economic Commentary: July Employment Report: Healthy Job Gains…

July nonfarm payroll growth was softer than expected, but strong upward revisions for May and June paint an overall picture of a healthy job market.

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Bond Market Perspectives: The Fed’s Policy Conundrum

The Federal Reserve (Fed) left interest rates unchanged following last week’s meeting, but markets expect it to raise rates two additional times this year.

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Evaluating Professional Advice

Evaluating Professional Advice: 11 Questions to Ask Before You Commit

Professional advisors differ in their philosophy, processes, services, education, experience, and their ability to add value. Here are questions that can help you make a good choice.

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US Market

What We Do: Asset Allocation

Asset allocation is a key concept in money management, where in essence you divide your money among different asset classes such as stocks, bonds, and cash.

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Sterling Wealth Services Offers a Full Range  of Investment Products.

Sterling Wealth Services offers a full range of investments and insurance.

We offer a full spectrum of products and services available through our alliance with LPL Financial, a leading provider of investment and insurance programs and a registered broker/dealer.

  • Individual investments: bonds, mutual funds, and annuities
  • College Planning
  • Retirement Planning
  • Estate Planning
  • Tax Advantaged Investing
  • Protecting loved ones with a range of insurance options

You can be confident that the recommendations you receive from your Sterling Wealth Services Financial Consultant are based on thorough research. LPL Financial regularly reviews investment and insurance products to ensure they meet our rigorous standards of due diligence.

Manage Risk Effectively with the Right Life Insurance Solutions.

Manage risk effectively with the right life insurance solutions.

Closing the gap on risk is an essential element of wealth planning. Your Sterling Wealth Services Financial Consultant will work with you to identify and analyze potential risk factors, and help you find the life insurance solutions that meet your needs, including:

  • Term life
  • Whole life
  • Universal life
  • Variable universal life
  • Long-term care

Schedule a free no obligation consultation with a Sterling Wealth Services Financial Consultant.

Get in touch with a Sterling Wealth Services Financial Consultant located at Sterling National Bank by filling out the form below or call us directly at

For your protection, please do not include any account or otherwise sensitive information on this form.
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