INVESTED IN YOU

We are not all things to all people. But we are many things to our clients. Partners. Fiduciaries. Resources. Educators. When you choose Sterling Retirement Resources, you get all of these things and more.

Our first meeting with you is a discovery meeting. We want to learn who you are. Understand your values and family tree. Find out where you’ve been and where you want to be. Your assets are the last thing we discuss.

Education is very important to us. You can expect solid explanations of all of our recommendations – in terms you’ll understand. Read through our qualifications and experience page for information on our role as a fiduciary, our clients and our financial planning services.

Of course, we’re not a fit for everyone. You are looking to us for direction while maintaining control of the vehicle. Going off-course could put your goals at risk. Our approach thrives on teamwork and comprehensive solutions. We also recommend you review our values and community involvement to make sure they align with your beliefs before meeting with our financial planners.

 

Get to know the team.

Sterling Retirement Resources, Inc.
120 Broadway Ave S, Suite 200
Wayzata, MN 55391
Main: 763.762.3400  
Fax: 763.762.3409

Steven Finkelstein, Megan Gehrman, and Luke Strom are Registered Representatives offering securities and advisory services through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency,LLC), Member FINRA, SIPC,a Broker-Dealer and a Registered Investment Advisor. Some advisory services offered through AdvisorNet Wealth Management. Sterling Retirement Resources, AdvisorNet, and Cetera Advisor Networks LLC are not affiliated. Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

This site is published for residents of the United States only. Financial Advisors of Cetera Advisor Networks may only conduct business with residents of the states and/or jurisdictions in which they are properly registered.

Not all of the products and services referenced on this site may be available in every state and through every advisor listed.

For additional information please contact the advisor(s) listed on the site, visit the Cetera Advisor Networks site at www.ceteraadvisornetworks.com.

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Sterling Retirement Resources, Inc.