What departments does Sterling Financial Advisors have?

Sterling Financial Advisors has employees across 3 departments including Finance, Administrative, Marketing.

What is the largest department at Sterling Financial Advisors?

The largest department at Sterling Financial Advisors is Finance with 1 employees.

Where are Sterling Financial Advisors employees located globally?

Sterling Financial Advisors has employees across 1 continents and 1 countries including United States Of America.

How has Sterling Financial Advisors's team size changed over time?

Sterling Financial Advisors's team has grown from approximately 2 to 5 employees based on available data.

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Sterling Financial Advisors Employee Directory

Financial ServicesOhio, United States11-50 Employees

Sterling Financial Advisors is an independent financial planning firm that focuses on retirement income planning and qualified plan distribution planning. Located in Olmsted Falls, Ohio, the company serves clients seeking structured guidance on managing retirement income and distributing qualified plans, offering advice aimed at aligning long-term financial needs with available options. Operating within the financial services industry, Sterling Financial Advisors positions itself as a specialized practitioner in retirement-oriented planning, targeting individuals and organizations that require strategic distribution and income planning solutions. The organization is situated in the United States and operates as a smaller to mid-sized firm, indicating a localized practice centered on its components of retirement planning expertise.

Sterling Financial Advisors Global Highlights

North America
8

United States Of America
8

Sterling Financial Advisors's Leadership

J. D.
Chief Investment Officer
Mobile Phone
Email
M. J.
President
Mobile Phone
Email
L. B.
Executive Office Manager
Mobile Phone
Email
J. O.
Marketing Manager
Mobile Phone
Email
J. R. D.
Principal
Mobile Phone
Email

Sterling Financial Advisors Employee Metrics

100%

50%

2026

2025

Banking
Accounting
Administrative
Analytics
Arts & Design
Other
Business

Contact profiles from Sterling Financial Advisors

Name

Title

Contact Info

Location

Last Update

M. J.
President
Mobile Phone
Email
United StatesNebraska
Apr 13, 2026
J. D.
Chief Investment Officer
Mobile Phone
Email
Oct 17, 2024
L. B.
Executive Office Manager
Mobile Phone
Email
United States
Oct 25, 2025
J. O.
Marketing Manager
Mobile Phone
Email
Oct 23, 2024
J. R. D.
Principal
Mobile Phone
Email
United StatesMinnesota
Apr 15, 2026

Frequently Asked Questions

What is Sterling Financial Advisors known for?

Sterling Financial Advisors operates in the Financial Services industry. The company's main headquarters is located in Olmsted Falls, Ohio United States; you can contact the main corporate office by phone at

+1-949-859-****

. Explore Sterling Financial Advisors's company overview page for more information.

What is Sterling Financial Advisors's most common email format?

Sterling Financial Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Sterling Financial Advisors email formats with LeadIQ.

How many employees does Sterling Financial Advisors have currently?

Sterling Financial Advisors has approximately 12 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are Sterling Financial Advisors's key employees and leadership?

As of June 2026, Sterling Financial Advisors's key employees include:

Chief Investment Officer: J. D.
President: M. J.
Executive Office Manager: L. B.
Marketing Manager: J. O.
Principal: J. R. D.

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Sterling Financial Advisors Employee Directory

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