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The Sterling Insurance & Financial Group
Information by Research TrustFinance
The Sterling Insurance & Financial Group was an independent financial services firm located in Bethesda, Maryland, that provided comprehensive wealth management, retirement planning, insurance, and estate planning services. Founded in 2005, the group served individuals, families, and business owners, operating as an independent practice associated with broker-dealer Raymond James Financial Services. In 2017, the firm was acquired by and fully integrated into Steward Partners Global Advisory, an employee-owned, independent partnership, where the original team continues to operate and serve clients under the new brand name.
United States
Industry
Financial