Sterling Heights Financial Group, LLC of Shaler Township

Sterling Heights Financial Group, LLC is a financial planner in Shaler Township, PA. The firm specializes in retirement planning, wealth management, and investment management for individuals, families, and family offices. Serving clients across the country with a concentration in the Allegheny and Westmoreland regions of Pennsylvania as well as the St. Petersburg and Tampa areas of Florida, the firm provides expertise in 401k and 403b rollovers, business succession planning, and tax strategies. The business maintains a 5.00 rating.

Founded in 2018, the firm operates as an independent fiduciary, meaning the advisors are motivated solely by the best interests of their clients. The team utilizes a holistic approach to financial planning, focusing on reducing investment fees, managing risk, and creating sustainable retirement income. Their investment experience spans various asset classes, including financial markets, real estate, private equity, and private debt. Beyond wealth preservation, the firm assists business owners with investment advice and strategies for when they are ready to sell a company.

The firm is located on Mt Lebanon Blvd.

Sterling Heights Financial Group, LLC is known for its commitment to ethical, professional guidance and its decades of experience in the industry. The firm has served over 290 satisfied clients, building a reputation for transparency, integrity, and a disciplined, diversified approach to managing wealth.

The firm provides dedicated financial planning and retirement services to the Shaler Township community and beyond.