– FINANCIAL PLANNING –
PORTFOLIO REVIEW
We spend the time to educate you on all of your financial planning and investment options to support our recommendations, so you feel more confident. We also offer the E-money Wealth Management System to our clients.
FINANCIAL PLANNING
We offer the highest level of Financial Planning with personal service and an independent view.
PORTFOLIO REVIEW
Wonder if your money is working for you?
We’ll review your entire portfolio and show you just what is happening, and what should be happening.
WEALTH MANAGEMENT
Not sure what you have where? Are you getting the most out of your investments? We can help answer those questions.
INSURANCE QUOTE
We tailor your insurance to fit what you need and want, not what the insurance companies think you should have.
Check the background of your investment professional on FINRA’s BrokerCheck »
– BEST IN TOWN –
WHY CHOOSE US?
We spend the time to educate you on all of your financial planning and investment optionsto support our recommendations, so you feel more confident.
FINANCIAL ANALYSIS
INVESTMENTS
FINANCIAL PLANNER
BUSINESS SUPPORT
Gary, our financial advisor for many years, has consistently provided exceptional guidance. With his expertise, he has been instrumental in steering us
Everyone at Sterling Retirement has been great to work with. I was referred to Gary and his team through a mutual friend and co-worker over five years ago
My husband and I have been working with Brian for many years. He is helpful, efficient, and always answers our questions promptly. Angela is very
Gary Frontiera and his assistant, Angela, at the Sterling Retirement Group in Roseville are the best! I highly recommend them for all your financial and retirement needs. Gary and Angela are extremely responsive to all my questions and needs and made my rollover of my retirement account from my law firm seamless and easy. Gary is great with his financial advice and is utilized by many of my friends. I look forward to a long and fruitful relationship with Sterling Retirement Group. -VLG
We have been working with Brian for a little over a year now and have only had positive experiences. He is extremely approachable and always answered our
We've had a great experience working with Mike. He knows his stuff and always takes as much time as we need him to. The office manager is excellent too. We are really looking forward to working with him.
I started following Gary's investment advice about 5years ago . He gave me the VTI stock tip . I switched my money over to VTI , and it was the best thing . Now my hubby also buys VTI . We are up ! Great returns . He is in the same building so it's fun to talk stocks on the way to the bathroom .
Brian is exceptionally knowledgeable with all the things that are finance. He's customer service focused, and definitely provided some great advice when questions have come up. Google and Mom can only give me so much information, so I'm happy he's here to help manage our IRA, and not Mom.
Michael spent the time to make sure I fully understood everything he was explaining to me. As this was my first time ever meeting with a financial advisor he made it very comfortable. I had a lot of questions and he answered all of them. Each one in terms I understood. He responds to emails in a timely manner and making appointments are very flexible. I fully trust Michael and his staff with my financial retirement. Thank you again for your help, explanations, and your advice Mike you were a huge help!
Working with Sterling Retirement has been an amazing experience. They are quick to respond and are trustworthy. I was very nervous about investing but the outstanding customer service with this group has set me at ease!
I've been working with Mike Gebhardt at Sterling for quite some time now and I have been very impressed by not only his knowledge of different investment strategies but also by his overall welcoming personality. I feel like Mike really cares and pays attention to his client's individual investment goals while also taking the time to explain every available option. I never think Mike is trying to sell me a product that I don't need or something that doesn't fit in my individual investment strategy, which I do appreciate. It's difficult to find someone in the investment community who you can really trust, but I definitely trust that my families financial future is in good hands with Mike Gebhardt and Sterling Retirement Group
The other reviewers have already emphasized some of the great things about trusting Sterling with your money, and I underline the helpfulness of the consultation. We worked with Brian - and the whole process was smooth and professional, with no-pressure sales, and offering us a few options - one of which suited us, and we got concrete take-aways from regarding managing our finances. What's commendable is that Brian advised us that choosing a service with lower price may be in our interest at this time, foregoing immediate gains for trust in a long term relationship. That was an excellent example of placing the client's interests truly first. Thank you.
I have made two great decisions in my life .One was asking my wife of 30 years to marry me .The other is picking Sterling Retirement group to handle my retirement income . I went looking for someone to offer me a alternative to the uncertainty of the stock market with a reasonable and realistic return . I am a small business owner and part time investor for 48 years .Its not easy to trust someone with your life's savings .But that is exactly what I have done with Gary and Angela .I have no regrets .He has surpassed my expectations .Their ,integrity ,professionalism , advice , and management of assets is unmatched by anyone I have encountered in my searches for a investment manager . Not to mention they are great people who truly care . If you are lucky enough to have him take you on you wont be disappointed .
Thanks Gary and Angela.
Thanks Gary and Angela.
I contacted Sterling Retirement Group to address my financial concerns after my husband died & we suffered significant losses in our retirement savings. Brian & his staff have been instrumental in helping me to understand where I was at financially, what options I had & the risks associated with each choice. He & his staff helped me through the myriad of calls & paperwork with utmost compassion & professionalism. They are knowledgeable and work very hard to provide the best financial advice & recommendations for you & your family.
Brian managed to give us complete peace of mind. Going from a salaried job to small business owners left my wife and me with too many unknowns. Brian was able to help set up our retirement accounts, college funds for the kids, and showed us what we need to do to maintain our target retirement age. He even worked us on so many items ranging from vacation budgeting to investing. He had a knack for explaining things we needed to consider in a language we understood. I'd highly recommend anyone looking to have a healthy financial future to give Sterling Retirement a call.
My wife and I were recently married and knew it was important to find someone to develop our financial plan. Luckily we found Sterling Retirement Group! Brian is very professional and extremely knowledgeable and great to work with! Brian really took his time to meet and put together a comprehensive financial plan for us! Angela's customer service and help is superb as well! We also had our Trust and Will's developed by Chassity and appreciative of her knowledge and help.
We strongly recommend Sterling Retirement Group and are grateful for their help!
Rick & Michele
We strongly recommend Sterling Retirement Group and are grateful for their help!
Rick & Michele
So glad my husband & I decided to seek assistance from the Sterling team! Within the few weeks we've been working with them we have accomplished so much. Looking forward to the financial future the team is leading us to build. Highly recommend this office for various reasons, including thoroughness, friendliness, responsiveness, knowledge and professionalism.
I found Sterling Retirement Group on Yelp and made an appointment to speak with someone about the best way to pay off student loan and credit card debt. My experience was nothing short of perfect. They replied to my inquiry about an appointment very quickly and had many times available to accommodate my schedule. I was immediately made to feel comfortable and at home. I am privileged to have worked with Brian, who is not only incredibly knowledgeable, but incredibly personable. I instantly felt at ease and could tell I was in good hands. I worked with Brian to create a debt management plan that fit my lifestyle, and am so pleased with the work he put into creating the plan that was presented to me. I now feel so confident that I have the tools and information I need to make informed decisions about my finances and am feeling incredibly motivated to reach my goals. Thank you so much, Brian, and thank you Sterling Retirement Group!
I started working with Mike and Brian because I wanted to be more intentional with my finances, budgeting, etc to a point where I could start building
We have known Gary professionally and personally for over 10 years and he has always strive to present us with the best options and programs available and consistent with our goals and comfort zones. He takes the time and care to see what we want out of life and tells it like it is. We're both retired now and can rest assured that our financial interest are well taken care of, and secure. His support team is also highly commendable. A while back, my wife ran into an online identity security breach, and Angela was more than able, responsive, and assuring into guiding her back to re-establishing her true identity with her financial connections, etc. To anyone who has ever suffered computer hacking, this is indeed a BIG deal (as so much of our transaction are now done over the Internet). We're looking forward to the future and wish Gary and his team the continued success for which they have so richly earned!
– MEET OUR –
PROFESSIONAL TEAM
At Sterling Retirement Group, we don’t believe in a “cookie-cutter” approach. No two situations are alike. We tailor your financial strategies to assist you in achieving your specific lifetime goals and objectives.
Gary Frontiera AIF®
Principal / Financial Planner
Brian Souders
Financial Planner
Michael Gebhardt, Jr.
Financial Planner
Kayse Frontiera
Benefits Coordinator
Angela Dulaney
Director of Operations
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