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The Cycle of Investing Events on Wall Street Perception vs. Reality The Power of Tax-Deferred Growth

Insuring Your Present, Protecting Your Future & Preserving Your Financial Health!

Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Years of experience have prepared us to guide you through your life transitions.

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Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Asset Management & Preservation

Our main focus here is to access every situation, custom tailor a plan that is sustainable and most importantly that it addresses your main concern. In this process, there are a lot of moving parts based on various life events.  At the Sterling Insurance & Financial Group, we hand-hold you through the entire process.

Through a holistic approach, our philosophy is to first establish the need at hand. Our initial process is our introductory conversation that will allow us to really understand what’s important to you and simply understand you as a person and/or business owner.  We are then able to hold your hand through this process and explore all the options.  We are different because our process allows us the opportunity to truly get to know you.  Our process allows us to help clients in ways that create the foundation to weather any storm in the near future. Our main goal is simple, creating protection and building wealth.

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Meet Our Team

Patty  Contreras

Patty Contreras

Founder / CEO

Jesse  Contreras

Jesse Contreras

Sales Leader / CFO


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