James E. Knee Attends BlackRock's New England Independent Advisors Private Briefing

Boston, MA, 6/14/12- James E. Knee, founder and CEO of Sterling Financial Services, LLC attended BlackRock’s New England Independent Advisors Private Briefing Thursday, June 14th, 2012 in Boston, MA.
June 29, 2012 - PRLog -- During the private briefing Jim attended session that covered various topics. Some of these topics included Investing for a New World, Why Dividends Still Matter, Global Flexible Investing- Global Allocation Fund, Changing Fixed Income Markets, a 2012 Investment Outlook, Alternative Sources of Income and The New Diversification.

About Sterling Financial Services, LLC- Founded in 1995, by James E. Knee, Sterling Financial Services, LLC is a SEC Registered Investment Advisory Firm that provides: Investment Management, Wealth Preservation, Retirement Income Planning and Financial Planning services to Individuals and Corporations.

Our client relationships are based on trust. Our fee based structure provides transparency. Our choice to custody assets at Fidelity and Pershing, institutions known for their strength, integrity and client focus enable us to provide exceptional customer service.

In our opinion, the advantage of working with a Sterling Financial Services advisor begins with unbiased advice on financial products with an unobstructed view of the markets. We incorporate financial, retirement and estate planning to produce a well-rounded holistic approach to help assist you in obtaining your investment goals. We monitor your account to help keep the wealth you have worked so hard to accumulate. We track and monitor your progress using comprehensive wealth management systems.

James E. Knee can be reached at (603) 224-1010 or at James.Knee@SterlingFinancial.Co. For more information about Sterling Financial Services, LLC please visit us online at www.SterlingFinancialServices.net.
Source:Sterling Financial Services, LLC
Posted By:***@sterlingfinancial.co Email Verified
Tags:Financial Advisor, James Knee, Sterling Financial Services, Retirement, Financial Planning
Industry:Financial/Retirement Planning
Location:Concord - New Hampshire - United States
Account Email Address Verified     Account Phone Number Verified     Disclaimer     Report Abuse

Like PRLog?
Click to Share