Our team of experienced advisors has developed and refined The Sterling 3-D Process to help you achieve the financial goals and work-optional lifestyle that you’ve been working toward. Discover – In order to help you plan for the future, we need to know about the past. The Discovery process helps us understand every facet of your financial life, and the goals and dreams that drive you. Design – After in-depth conversations about your goals, and extensive research into your financial life, we use advanced technology to carefully craft a plan to help you meet your lifestyle, retirement, investment and legacy goals. Deploy – Once we have custom-tailored a plan for achieving your goals, it is important to put that plan into action. From account management and investment services, to collaborating with your tax and estate planning attorneys, our team is with you every step of the way to help ensure your plan is a success. Regular meetings help make sure that you stay on-track, and allow us to make changes to the plan as changes in your life, or in the world around us, dictate. Securities offered through Cadaret, Grant & Co., Inc., member FINRA/SIPC. Advisory Services offered through Sterling Manor Financial, LLC, or Cadaret, Grant, SEC Registered Investment Advisors. Sterling Manor Financial, LLC and Cadaret, Grant & Co. Inc. are separate entities.
View Top Employees from Sterling Manor Financial, LLCWebsite | http://www.sterlingmanorfinancial.com |
Revenue | $1 million |
Employees | 8 (8 on RocketReach) |
Founded | 2006 |
Address | Saratoga Springs and, Rhinebeck, New York 12866, US |
Phone | (518) 583-4040 |
Fax | (518) 583-4624 |
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Industry | Financial Services, Finance General, Finance |
Competitors | Twin Peaks Wealth Advisors, Wood Financial Group, LLC |
SIC | SIC Code 62 Companies, SIC Code 628 Companies |
NAICS | NAICS Code 523 Companies, NAICS Code 52393 Companies, NAICS Code 52 Companies, NAICS Code 5239 Companies |
Looking for a particular Sterling Manor Financial, LLC employee's phone or email?
The Sterling Manor Financial, LLC annual revenue was $1 million in 2024.
Adam Doig is the owner of Sterling Manor Financial, LLC.
8 people are employed at Sterling Manor Financial, LLC.
Sterling Manor Financial, LLC is based in Rhinebeck, New York.
The NAICS codes for Sterling Manor Financial, LLC are [523, 52393, 52, 5239].
The SIC codes for Sterling Manor Financial, LLC are [62, 628].