STERLING FIRST FINANCIAL is an investment management company based out of 13137 5TH ST, Yucaipa, California, United States.
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.
This communication may contain privileged and/or confidential information. It is intended solely for the use of the addressee. If you are not the intended recipient, you are strictly prohibited from disclosing, copying, distributing, or using any of this information. If you received this communication in error, please contact the sender immediately and destroy the material in its entirety, whether electronic or hard copy. Confidential, proprietary, or time-sensitive communications should not be transmitted via the internet, as there can be no assurance of actual or timely delivery, receipt and/or confidentiality. This is not an offer, or solicitation of any offer to buy or sell any security, investment, or other product, nor do we accept, buy, sell or cancel orders by email, or any instructions by email that would require your signature. 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.
Disclosures: https://drive.google.com/file/d/17nwjc8QI93RB3m107q6_UG5LHvGGC6zg/view?usp=sharing
Industry
Investment Management, Consultants, Long Term Care, Retirement & Financial Planning
HQ Location
13137 5TH ST
Yucaipa, California 92399, US
Keywords
Financial PlanningInvestment ManagementAsset ProtectioTax ReductioBusiness PlanningEstate PlanningIncome PlanningSocial Security AnalysisMoney Management