Investment products: tailored to your specific financial goals.
Whether you’re new to investing or a savvy investor, it’s smart to have a little extra help to make sure you’re selecting the product that is suitable for your needs. You’ll get guidance talking to a Sterling Wealth Services Financial Consultant* conveniently located at any Sterling National Bank neighborhood financial center. By listening and taking the time to understand your unique challenges and opportunities, your Sterling Wealth Services Financial Consultant can help you pursue your financial goals. It’s a free, no obligation, consultation that can help provide confidence and develop the right financial strategies for you.
What do you want to accomplish? Whatever your goals are – from achieving long-term growth, to creating or preserving a steady income stream for retirement, to saving for a college education – our range of investment options that can be tailored to help you work toward achieving them.
- Mutual Funds: If you’re looking for a simple, convenient way to invest. Each fund seeks to meet a specific goal, from conservative to aggressive.
Investing in mutual funds involves risk, including possible loss of principal.
- Fixed Annuities: An investment that can potentially reduce your taxes.
Fixed annuities are long-term investment vehicles designed for retirement purposes. Gains from tax deferred investments are taxable as ordinary income upon withdrawal. Guarantees are based on the claims paying ability of the issuing company. Withdrawals made prior to age 59½ are subject to a 10% IRS penalty tax and surrender charges may apply.
- Variable Annuities: Seeks to provide a lifetime of income, offers a wide choice of investment options, and tax-deferred growth potential.
Variable annuities are suitable for long-term investing, such as retirement investing. Withdrawals prior to age 59½ may be subject to tax penalties and surrender charges may apply. Variable annuities are subject to market risk and may lose value.
It’s easy to get started.
Simply complete our Contact Form and a local Sterling Wealth Services Financial Consultant will be glad to contact you and set up a meeting to discuss your needs and help provide relevant strategies from a wide choice of products and services.
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