Verified recordFinancial Services

Susan Green

Relationship Manager and Research Associate at Sterling Wealth Partners

Based in Tustin, United States

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Seniority

Manager

Department

Other

Location

Tustin

Industry

Financial Services

Company size

6

Contact information

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Email

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s•••••••@sterlingwpartners.com

Phone

5 credits

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Background

About Susan Green

Susan Green is a registered non-solicitor of USA Financial Securies Corp, A registered investment advisor located at 6020 E. Fulton St, Ada,MI 49301, Sterling Wealth Partners is not affiliated with USA Financial Securities Corp. CA License 0H46068Please read our Commenting Guidelines found at: Sterling Wealth Partners, we take a holistic approach to evaluating your most important priorities. Whether you are looking for guidance about how to plan and protect your family’s financial situation, or whether you are transitioning into the golden years and need to create strategies for income replacement, and make medicare and insurance choices, we are here to help. We provide comprehensive planning that will help you evaluate your options in key areas: retirement planning, investment management, insurance strategies, and medicare options. I am committed to providing clients with the special attention, resources, education and information that helps them assess and evaluate your options in these areas.

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