Sterling First Financial

Sterling First Financial Our team-based model will give you the support you need to feel confident in your business, personal
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We combined the following five disciplines to provide the most proactive and holistic planning available to ensure our clients are maximizing their potential: Tax Planning, Risk Mitigation, Wealth Management, Legal Services, Business Advisory Services. As a Virtual Family office we use an intuitive diagnostic tool and proactive planning process that will identify opportunities and help prioritize

your needs. We have built a team of expert tax strategists, financial specialists, and professional subject-matter experts to meet your needs. Our coordinated team will help you grow your wealth and plan for the future. Sterling Hirsch and Sterling First Financial do not offer tax advice. Tax advice will either be provided by an appropriately licensed tax professional who is a member of our virtual family office(utilizing a team-based model), or through collaboration with your current tax professional. Our team of financial experts includes tax and legal strategists, financial specialists, and business consultants. Investment Advisory Services are offered through Infinity Financial Services Advisory, an SEC Registered Investment Advisor. Securities Products offered through Infinity Financial Services, Member FINRA/SIPC.

Address

Yucaipa, CA

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+19093721196

Website

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Our Story

The mission of Sterling First Financial is to keep families strong through the generations. We do this by focusing on the financial freedom our clients need to maintain their lifelong independence. We design and implement a personal strategy for each and every client to empower them and their family to pursue their dreams.

Through experience, education, research and relationships, Sterling First is a resource and a support for family members to meet their responsibilities to each other with ease, joy, mutual satisfaction and love.

Securities and Advisory services offered through Infinity Financial Services member FINRA, SIPC. All third party posts are the responsibility of their respective authors. These opinions and information are subject to change at any time without notice or obligation of notification. The information is intended for informational purposes only and is not intended to provide tax, legal or investment advice. CA Insurance license # 0E64924 www.finra.org and www.sipc.org.