Sterling Financial Planning Inc

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0.0000 stars - based on 0 reviews
60 Blue Heron Rd Sparta, New Jersey 07871
(973) 786-1787
 
 

About

Over 86 years of Combined Financial Planning Experience

Sterling Financial Planning Inc., located in Sparta, New Jersey provides customized financial planning to meet individual clients needs. Serving residents of Sussex County and surrounding areas, the company has garnered a reputation for superb customer service and highly experienced Advisors. The services provided by the company are ideal for individuals seeking a long-term relationship with caring professionals who offer personalized and comprehensive financial planning services.

Services include:

Financial Planning:

-Retirement Planning
-Lump Sum Distribution
-Tax & Estate Planning

Investment Planning:

-Custom Portfolio Design
-Assets Management

We provide financial peace of mind through prudent wealth management planning.

Call us for a consultation!

Business Features

PRODUCTS

  • Short-Term Policies , Group Policies , Retirement Plans , Surety Bonds , CDs , Key Man Policies , Combination Policies , Bonds , Individual Policies , Home Loans

SERVICES

  • Credit Counseling , Employee Benefits & Pensions , Industrial Claims , Tax Filing , Insurance , Representation , ATM Services , Wealth Management , Card Replacement , Payroll Tax Returns

BRANDS

  • Microsoft , Peachtree , Travelers , Quicken , Quickbooks

SPECIALTIES

  • Stock , Sole Proprietorships , Management Consulting , Long-Term Care , Elder Care , Construction , Churches , Agriculture , Children & Teens , Business Management Consulting
 
Information

HOURS OF OPERATION

MONDAY: 9:00AM - 5:00PM

TUESDAY: 9:00AM - 5:00PM

WEDNESDAY: 9:00AM - 5:00PM

THURSDAY: 9:00AM - 5:00PM

FRIDAY: 9:00AM - 5:00PM

SATURDAY: CLOSED.

SUNDAY: CLOSED.

 
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Key Contacts
    • Glen Andrew Thomas
    • SENIOR ASSOCIATE
    • Phone: (973) 729-1234
     
    • Barbara King
    • ASSOCIATE
    • Phone: (973) 729-1234
     
    • Sharon Madoi Nikaido
    • SENIOR ASSOCIATE
    • Phone: (973) 729-1234
     
    • Bruce Tucker
    • PRESIDENT
    • Phone: (973) 729-1234
     
    • Bruce Tucker
    • PRESIDENT
    • Phone: 973729 123
     
    • Nicholas Anthony Nicolette
    • TREASURER
    • Phone: (973) 729-1234