Sterling Retirement Group of Sacramento

I was in need of a financial planner in Roseville and am so happy to have found Brian Souders with Sterling Retirement Group of Sacramento! I am very cautious of who I work with regarding my finances, with Brian I am at complete ease with his knowledge and track record. I know quite a few financial planners personally, and Brian is still the clear choice. I am just starting my portfolio and will report back on the results. A few close friends of mine who recommended Brian have had absolutely stellar results, even during the recent market uncertainties. If you are looking for a financial planner that is knowledgeable, personable, gets results, communicates, a rad harmonica musician, and is a super cool dude, Brian is your guy!
Sep 27th, 2022

We've had a great experience working with Mike. He knows his stuff and always takes as much time as we need him to. The office manager is excellent too. We are really looking forward to working with him.
Nov 13th, 2021

I started following Gary's investment advice about 5years ago . He gave me the VTI stock tip . I switched my money over to VTI , and it was the best thing . Now my hubby also buys VTI . We are up ! Great returns . He is in the same building so it's fun to talk stocks on the way to the bathroom .
Oct 18th, 2021

A friend of mine referred my husband and I to Brian Souders to look over our finances and give us guidance. We felt so comfortable from the moment we walked in, the receptionist is so friendly and welcoming. Brian has been so great to work with, he looked over our finances and retirement accounts gave us advice on what to do or not to do. Never once did we get a negative feeling or vibe from him. He never tried to push or sell anything on us and made us feel as though we were just as important as say someone coming in to invest a lot of money with him. We both have retirement accounts through our employers but neither of us knew what we were invested in let alone even looking at or how to manage it or make any kind of changes. We made another appointment with him and he educated us on what our options were and what he felt was best for us and made the changes for us, which I can't thank him enough for. Its not easy for me to trust others with my money but I 100% trust Brian and know without a doubt that he has your best interest at heart.
Mar 21st, 2021

Brian is exceptionally knowledgeable with all the things that are finance. He's customer service focused, and definitely provided some great advice when questions have come up. Google and Mom can only give me so much information, so I'm happy he's here to help manage our IRA, and not Mom.
Mar 15th, 2021