Sterling Financial Group, Inc.

Sterling Financial Group, Inc. Sterling Financial serves businesses and families with customized, personal financial planning.

Sterling Financial provides objective, impartial advice based on client need, value for money, and fitness for purpose. Always accessible, we're passionate about what we do and aim to form life-long relationships with our clients. We believe that relationship is key to your future security and prosperity.

A home warranty may make sense, but you need to set proper expectations.
09/02/2026

A home warranty may make sense, but you need to set proper expectations.

Understanding the value of a home warranty.

Ever wonder about those free credit scores you get once a year?
08/31/2026

Ever wonder about those free credit scores you get once a year?

What’s the deal with your yearly free credit report?

When your dog bites someone, the liability may be covered by your homeowners policy, though there are exceptions.
08/26/2026

When your dog bites someone, the liability may be covered by your homeowners policy, though there are exceptions.

Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?

D&O insurance can be a risk management tool for small businesses, non-profits and educational institutions.
08/24/2026

D&O insurance can be a risk management tool for small businesses, non-profits and educational institutions.

Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.

There’s no shortage of investment analysis for anyone interested. What’s important to understand?
08/19/2026

There’s no shortage of investment analysis for anyone interested. What’s important to understand?

Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.

Doing some home improvement? There's one item that most homeowners overlook when undertaking remodeling projects.
08/17/2026

Doing some home improvement? There's one item that most homeowners overlook when undertaking remodeling projects.

The item most homeowners forget on their home improvement project checklist is insurance.

It’s possible to avoid these classic retirement traps, with a little preparation.
08/12/2026

It’s possible to avoid these classic retirement traps, with a little preparation.

Beware of these traps that could upend your retirement.

Thinking about what kind of legacy you’d like to leave? A charitable foundation may be right for you. Check out the vide...
08/10/2026

Thinking about what kind of legacy you’d like to leave? A charitable foundation may be right for you. Check out the video to learn more:

Want to do more with your wealth? You might want to consider creating a charitable foundation.

How do you handle your estate if you have a blended family? Here are a few things you should consider. Read more.
08/05/2026

How do you handle your estate if you have a blended family? Here are a few things you should consider. Read more.

This article will help your clients with blended families think and prepare their estate strategy.

Valuation is important for business succession, estate taxes and even qualifying for a loan.
08/03/2026

Valuation is important for business succession, estate taxes and even qualifying for a loan.

Ascertaining the value of your business is important for a variety of reasons.

Address

119 S. Trade Street, Ste 101
Matthews, NC
28105

Telephone

+17048450720

Website

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