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Sterling Financial Group
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4525 Wasatch Blvd #250, Salt Lake City, UT 84124, United States
Information last updated
Practice Areas
About Sterling Financial Group
Sterling Financial Group is an independently owned financial firm dedicated to providing advice and guidance to clients seeking clarity and confidence in their financial lives. The firm assists clients in clarifying their financial needs and developing solid financial plans designed to prepare them for the future. Sterling Financial Group operates with a transparent process and fee structure, adhering to fiduciary standards. Its independent ownership allows the firm flexibility in offering financial tools to its clients.
The firm is owned and managed by a team of investment and service professionals who emphasize high standards of professionalism, fiduciary duty, and discretion. Sterling Financial Group offers a comprehensive suite of services, including Investment and Wealth Management, Retirement Planning, Insurance & Risk Management, Estate Planning, Taxation & Cash Flow, Charitable Giving Strategies, and Comprehensive Financial Planning. These services aim to address various aspects of a client's financial journey.
From the firm’s website
- Attorneys
- Justin G. Bitner
- Zach Bitner
- Kaitlin Cochran
- Breck Fullmer
- Sean Hoffecker
- Jared Horner
- Tyler Jones
- Paul Mathewson
- Connor Nordgren
- Travis Nordgren
- Jonathan Pinnock
- Marcus Pinnock
- Services listed
- Investment and Wealth Management, Retirement Planning, Insurance & Risk Management, Estate Planning, Taxation & Cash Flow, Charitable Giving Strategies, Comprehensive Financial Planning
- Fees
- Our process and fee structure are completely transparent and adhere to fiduciary standards.
- Offices
- 4525 S. Wasatch Blvd, Ste. 250 Salt Lake City, UT 84124
Source: sfg.us · checked October 12, 2026. Lawyers Near Me hasn’t independently verified these details.
Hours of Operation
- Monday
- 8 am–5 pm
- Tuesday
- 8 am–5 pm
- Wednesday
- 8 am–5 pm
- Thursday
- 8 am–5 pm
- Friday
- 8 am–5 pm
- Saturday
- Closed
- Sunday
- Closed
Photos
Details & Amenities
Highlights
Appointments recommended
Accessibility
Wheelchair-accessible car parkWheelchair-accessible entranceWheelchair-accessible toilet
Amenities
Toilet
Sterling Financial Group — Frequently Asked Questions
Where is Sterling Financial Group located?+
Sterling Financial Group is located at 4525 Wasatch Blvd #250, Salt Lake City, UT 84124, United States. Use the "Get Directions" link on this page to navigate there.
What kind of cases does Sterling Financial Group handle?+
Sterling Financial Group handles Tax Law, Estate Planning. Confirm that they cover your specific legal matter during your first consultation.
How do I contact Sterling Financial Group?+
Call Sterling Financial Group at +1 801-263-3636 or visit their website. Many firms offer a free or low-cost initial consultation.
Is Sterling Financial Group well rated?+
Sterling Financial Group has a 2.6-star rating based on 5 Google reviews. Ratings are sourced from Google and shown for reference.
Client Reviews
5 reviews- امیر باستان· via Google10 months ago
- Bryce Taylor· via Google
How do you only have one review, these guys are life changing. I've been working with this team for 3 years and I couldn't be happier. Jared, Jon, Mikaela, and Jill are incredible.
2 years ago - Robert Purvis· via Google
These people call me 10 times a day and leave the same voicemail every time. I've asked to be taken off their call list and they just keep calling. Harassment at its best. I've never done business with them and never will.
9 months ago - Richard Connell· via Google
2 to 3 calls a day, always a recording, they don't even know me no application put in by me. SCAM COMPANY
7 months ago - Dane Campbell· via Google
Work with these guys through my employer. Very professional and knowledgeable. Not sure why they only have a couple of reviews. Awesome company. Chris Wolfe and Josh Richardson are rockstars!
3 months ago
