Our main focus here is to access every situation, custom tailor a plan that is sustainable and most importantly that it addresses your main concern. In this process, there are a lot of moving parts based on various life events. At the Sterling Insurance & Financial Group, we hand-hold you through the entire process. Through a holistic approach, our philosophy is to first establish the need at hand.
Our initial process is our introductory conversation that will allow us to really understand what's important to you and simply understand you as a person and/or business owner. We are then able to hold your hand through this process and explore all the options. We are different because our process allows us the opportunity to truly get to know you.
Our process allows us to help clients in ways that create the foundation to weather any storm in the near future. Our main goal is simple, creating protection and building wealth.
Our initial process is our introductory conversation that will allow us to really understand what's important to you and simply understand you as a person and/or business owner. We are then able to hold your hand through this process and explore all the options. We are different because our process allows us the opportunity to truly get to know you.
Our process allows us to help clients in ways that create the foundation to weather any storm in the near future. Our main goal is simple, creating protection and building wealth.
Services
Our History extends us the privilege to go back to 1992 when our Founder, Patty Contreras learned the craft of treating customers with top customer service in Corporate Banking.
Her career started with Home Savings of America where she held different positions learning the importance of Excellent Customer Service and all the areas of banking.
Learning the different levels of how to help clients across the country has given her the edge to be different.
Taking that to further her career and expertise, she worked herself up the latter holding top administrator positions with top CEOs in the country for the next 16 yrs.
Her career started with Home Savings of America where she held different positions learning the importance of Excellent Customer Service and all the areas of banking.
Learning the different levels of how to help clients across the country has given her the edge to be different.
Taking that to further her career and expertise, she worked herself up the latter holding top administrator positions with top CEOs in the country for the next 16 yrs.
Patty Contreras is a California Licensed Insurance Broker with a unique approach to helping people with integrity and love.
She puts her clients' interest first, which gives her the ability to help without expecting anyhing in.
Jesse Contreras is the Chief Financial Officer/Sales Leader with The Sterling Insurance & Financial Group.
His extensive expertise brings knowledge in administration, leadership, sales and extensive corporate knowledge in running a.
She puts her clients' interest first, which gives her the ability to help without expecting anyhing in.
Jesse Contreras is the Chief Financial Officer/Sales Leader with The Sterling Insurance & Financial Group.
His extensive expertise brings knowledge in administration, leadership, sales and extensive corporate knowledge in running a.
The Sterling Insurance & Financial Group is committed to helping you pursue wealth, wisdom, and well-being.
We have provided sustainable, long-term solutions to individuals, families, business owners and companies since 2006.
Our experienced team utilizes holistic wealth management strategies to deliver a turnkey, step-by-step process that starts with the end in mind.
We work alongside you to determine your goals and aspirations, then develop a comprehensive plan to achieve them.
We offer a powerful, yet easy to understand, process that maximizes the use of money for wealth building and protection.
We have provided sustainable, long-term solutions to individuals, families, business owners and companies since 2006.
Our experienced team utilizes holistic wealth management strategies to deliver a turnkey, step-by-step process that starts with the end in mind.
We work alongside you to determine your goals and aspirations, then develop a comprehensive plan to achieve them.
We offer a powerful, yet easy to understand, process that maximizes the use of money for wealth building and protection.
Our holistic approach allows us to evaluate all the areas that impact an income stream, social security benefits, Medicare/Medicaid, VA benefits, disability and/or planning for special needs beneficiaries, business owners and building a succession plan.
Our extensive areas of expertise in Healthcare & Medicare, allows us to understand all the areas that will impact that process.
Further, having clients in 10 other States gives us the privilege to leverage our broad knowledge to further assist clients in a broader manner.
Our extensive areas of expertise in Healthcare & Medicare, allows us to understand all the areas that will impact that process.
Further, having clients in 10 other States gives us the privilege to leverage our broad knowledge to further assist clients in a broader manner.
I have worked with Patty for several years.
She has helped me many times to navigate my way through the often complicated world of health insurance.
She has worked hard and has always put my interests first and foremost.
Patty has provided me and my family with great service over the years in the areas of health insurance and investments.
She is always prompt in her response and represents excellent products with many options.
I would highly recommend her services to anyone.
I will continue to refer you to anyone who needs insurance, that you are someone who is caring in making sure they get the best.
She has helped me many times to navigate my way through the often complicated world of health insurance.
She has worked hard and has always put my interests first and foremost.
Patty has provided me and my family with great service over the years in the areas of health insurance and investments.
She is always prompt in her response and represents excellent products with many options.
I would highly recommend her services to anyone.
I will continue to refer you to anyone who needs insurance, that you are someone who is caring in making sure they get the best.
Reviews
Be the first to review The Sterling Insurance & Financial Group.
Write a Review
