Sterling Wealth Solutions
Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation. We understand the challenges families face today. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals. We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction. Securities offered through Registered Representatives of Cambridge Investment Research, Inc, a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, a Registered Investment Adviser. Sterling Wealth Solutions, PLLC and Cambridge are not affiliated. The information in this email is confidential and is intended solely for the addressee. If you are not the intended addressee and have received this email in error, please reply to the sender to inform them of this fact. We cannot accept trade orders through email. Important letters, email, or fax messages should be confirmed by calling 248.923.2083. This email service may not be monitored every day, or after normal business hours.
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Kirsten Olson Koza
Financial Advisor Assistant · Customer/Client Service
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Todd A. Sterling
Financial Advisor Sterling Wealth Solutions · Finance & Accounting
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Sababa Ahmad
Quantitative Analyst · Other
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- 1financial advisor sterling wealth solutions
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- 1quantitative analyst
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