Sterling Wealth Strategies/Penn Mutual
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Service type
Sorry this pro can’t do your job, but we know other pros who can.
Introduction: My business is all about relationships, whether it be building new ones or sustaining current ones. I position myself as a financial resource to those in need of assistance or guidance in any form.
I enjoy being the Macro Manager, the one who you call when inevitable life events happen, whatever they may be. I enjoy knowing that I've put my clients in a position to be protected and secure financially.
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Reviews
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Chase F.
Mar 23, 2017
Kyle and I went to college and played football together in Pennsylvania. I now work and live in NYC and have been looking to start myself a financial portfolio.
Although Kyle was across the country living in San Diego, I wanted to reach out to him knowing I had a friend in the industry that would point me in the right direction. After a few conversations and video chats, Kyle decided to get his Non-Resident License for the state of NY so that he would be able to help me directly.
The fact that he was willing to work with me from across the country shows just how dedicated he is to reaching as many people who need his services as possible.
Every month Kyle gives me a call to check in. I think having a good relationship and contact on a regular basis with your financial representative is imperative.
Roxana H.
Mar 23, 2017
My husband and I just got married last June and we now have a beautiful, four month old baby girl. We were in dire need for help with our financial plan and getting protection in place.
We immediately contacted Kyle so that we could get together and look at our specific options. He was beyond accommodating and took an in-depth approach to get us exactly what we needed. We could not be happier with where we stand today knowing our family is protected and our financials are in the hands of someone who cares about our well being.
Sincerely,
The Hansen's