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Upgrades and Enhancements at Sterling

Submitted by Orange CA Financial Advisor | Sterling Wealth Partners on June 2nd, 2019

We’re making some exciting upgrades and enhancements at Sterling Wealth Partners.

First, we upgraded our tax strategy and tax preparation area of our business. We have partnered with multiple CPAs around Southern California to match you with the best option for your needs. 

Tags:
  • estate planning
  • financial advisor
  • Financial Planner
  • orange county
  • Retirement Planning
  • Scot Landborg
  • social security
  • Sterling Wealth Partners
  • Tax Preparation
  • Wealth Management
  • Read more

“Wine Down” Event

Submitted by Orange CA Financial Advisor | Sterling Wealth Partners on May 22nd, 2018

Throughout the year we host small specialized events for clients and friends as a “value-add” and a way to connect outside the office.  It’s part of creating a “Sterling Experience.”

Our wine tasting event was last week, and a small group of our wine lovers enjoyed visiting Pali Wine in Anaheim. 

Tags:
  • Client Appreciation
  • financial advisor
  • orange county
  • Scot Landborg
  • Read more

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17332 Irvine Blvd, Ste 130
Tustin, California
92780

  •  Tel: 714-592-7705
  •  info@sterlingwpartners.com

Scot Landborg, Susan Green, and Steven Murphy are investment adviser representatives of, and advisory services are offered through, USA Financial Securities Corp., Member FINRA/SIPC. A registered investment adviser located at 6020 E. Fulton St., Ada, MI 49301. Sterling Wealth Partners is not affiliated with USA Financial Securities Corp. CA License Scot #0G89727,  Susan #0H46068, Steven #4142833.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Scot Landborg, Susan Green, and Steven Murphy are authorized to transact securities related business and investment advisory services only in states where he is properly registered. For investment products and services these states include: (Scot: AL;AZ;CA;CO;GA;IL;MA;MN;MO;MT;NH;NJ;NV;NY;SC;TX;VA) (Susan: CA;IL;NV;SC;TX) (Steven: CA) For investment advisory services these states include: (Scot: AL;AZ;CA;CO;FL;IL;MA;MN;MO;MT;NJ;NV;SC;TX;VA;WA) (Susan: CA;IL;NV;SC;TX) (Steven: CA) Additionally, clients who are not residents of these states cannot be serviced. This website is not intended to provide investment, legal, or tax advice, nor to effect securities transactions or to render personal advice for compensation.

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