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Business Profile

Financial Planning Consultants

Sterling Investment Advisor, Inc.

This business is NOT BBB Accredited.

Find BBB Accredited Businesses in Financial Planning Consultants.

Reviews

Customer Review Ratings

3

Average of 2 Customer Reviews

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Review Details

  • Jeanne H

    Date: 04/01/2023

    My family has done business with ****************** for three generations. He has served us very well financially. He has always protected our principle and we have seen significant growth over the years. He is an honest and smart man who I would recommend to any of my family and friends.

  • Mark I

    Date: 10/18/2022

    No Reviews! Let me be the first. I was introduced to ************************* through a mutual "friend" about ****. He set me up with Annuities (high up front commissions for him), introduced me to a real estate deal in central **********, to be fair, he also stated he would not be surprised if I balked at this considering this was after I lost my home in the 2008 housing collapse. BUT, I heard the sales pitch and along with my poor judgement made an investment as a partial owner on the parcel in Cali, that remains vacant today. Certainly, LV received some compensation for lining up "pigeon's" like me. There may have been some mutual funds in the mix, I don't remember, but as long as he was making his $$ he was pitching it. *******, We also missed the GOLD rally...Steer clear of this guy. MJI

Sterling Investment Advisor, Inc. is NOT a BBB Accredited Business.

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