Investment Advisory Services
For investment advisory and financial planning services, we may refer clients to:
Sterling Retirement Group is an independent registered investment adviser and is not affiliated with our firm. Sterling Retirement Group provides investment advisory and financial planning services separate from the insurance products and services our firm offers.
Gary Frontiera, AIF
Financial Planner/Annuity Specialist
CA Ins License 0F63303
RIA 168397
Sterling Retirement Group
Independent Registered Investment Adviser
Other Professional Resources
We may also, when appropriate, introduce clients to other independent professionals such as estate planning attorneys, CPAs, or other specialists. These professionals are independent of our firm, and clients are under no obligation to engage any person or firm we may mention.
