Virtual Family Office

Utilizing a Virtual Family Office

We combined the following five disciplines to provide the most proactive and holistic planning available to ensure our clients are maximizing their potential:

Tax Planning

Risk Mitigation

Wealth Management

Legal Services

Business Advisory

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If you’re frustrated by disjointed efforts to manage your wealth and legacy…

Sterling First Financial’s team-based approach will seamlessly coordinate your wealth management so you can parlay your current success into more opportunities for growth.

Sterling First Financial

 Phone: (909) 372-1196
Yucaipa Main office and mailing address:
34282 Yucaipa Blvd Suite 211
Yucaipa, CA 92399
Phone: (909) 372-1196
Palm Desert office:
74710 Hwy 111, Suite 102
Palm Desert, CA 92260
Phone: (760) 318-2831
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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by Infinity Financial Services., to provide information on a topic that may be of interest. Infinity Financial Services is not affiliated with the named representative, broker – dealer, state – or SEC – registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
Investment Advisory Services are offered through Infinity Financial Services Advisory, an SEC Registered Investment Advisor. Securities Products offered through Infinity Financial Services, Member FINRA / SIPC and is headquartered at 212 9th Street., Ste. 202 in Oakland, CA. www.infinitysecurities.com
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