Raymond James

Our Philosophy Creating financial momentum for our clients by building quality relationships is our priority Sterling Financial Group. We start the process by taking the time to listen to and understand each of our clients personally. Together, we carefully chart a course for financial success. We believe in using prudent investment strategies. For over 16 years, our clients have looked to us for direction. We are dedicated to guiding and sustaining our clients' financial direction. Sterling Financial Group is an independent financial services, asset management, and consulting firm. As independent financial professionals, we have the freedom to provide diverse guidance and insight to our clients. We recognize that each person's situation is different, so we develop a financial plan that focuses on helping our clients accomplish their personal goals. Accordingly, our approach will be to pursue an in-depth understanding of your financial situation and the personal values you hold as they relate to your investment plan. This approach allows us to forge a strong partnership with you and to assist you as we strive to turn your dreams into reality. Solving problems, helping you to clarify your goals, and freeing up your time so you can do what you want to do is our purpose.

At First Western Advisors, we offer a team approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person. Clients are our main priority, which is why we work to understand your unique circumstances and ultimately create a distinctive plan that provides a roadmap for your financial journey. We provide personalized planning for your financial goals.

Equitable Advisors is a national wealth management firm, operating locally across the country. Our financial professionals understand that your path to fulfillment starts with us getting to know who you are, what matters to you, and how you've made decisions so far. Equitable Advisors, LLC (NY, NY), member FINRA, SIPC (Equitable Financial Advisors in MI & TN), a broker/dealer // Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) GE-7417817.1(12/24)