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Sterling Bridge Financial Group

5.0 (1 review)
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Services - Sterling Bridge Financial Group

Investment management

Retirement planning

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1 year ago

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Maggi Tax Advisory & Financial Group

Maggi Tax Advisory & Financial Group

(5 reviews)

I had an appt with Chris and he said he was going to review my investments and give me a plan on…read morewhat I should do. I came in for a second appointment and he went over the different ivnestments with me. I told him which one I wanted and asked him to email me the final plan. He had me paid $500. However, he never gave me a written plan even after months and several requests. He kept emailing me docusign requests to sign and to transfer my money over. When I asked him the tax implications if and when he has to sell my stocks before transferring my money into whatever investments/annuity he has? He said I'd have to wait and he will let me know after the fact!! I asked him what kind of annuities he plans to invest my money in and if I can get my money back whenever I wanted or how long it will take for me to get my money back? He then said some of it will only allow me to take out 10%/year; this means he just guaranteed a pay check for himself for the next 10 years and if something happens to me, my beneficiaries will not be able to get the money out for another 10 years. And when I asked for my $500 back since he did not do anything to earn it, giving a investment plan, as the law requires him to do so, he refused. Then his dad, who Chris included in all the emails to and fro me, called and emailed me back and left nasty messages for me. They wouldn't refunded my money until I threatened to complain to FINRA. I did not get my money back for months and when I questioned Chris, Bobby wrote me an email basically stating that he did what he was supposed to and if I did not get the money back, tought! So I asked him back that if one of his clients wanted to get their money out and did not get it back, would he say that to them? Run away from these guys, they don't care about you and your well being. All they care about is getting themselves a pay day and if something goes wrong, you're on your own. If you decide to go with them, you should ask all the pertinent questions and have them put the plan in writing in details before transferring your money to them.

Very disappointed and disheartened after I turned to this company to assist me with moving my…read more401(k) monies. I had worked at a company for twenty-nine years. During these years I had scrimped, did without and saved money to have a comfortable retirement. Unfortunately they took two-thirds of my money, for what, I do not understand. I did not save all my money to hand it over to a company that, in my humble opinion, did not earn as much of my money as they took. Life will not be as comfortable as I thought it would be in retirement and I am still doing without and not enjoying retirement.

The Holland Group Retirement Wealth Advisors - Catch The Steve Holland Financial Hour on 970 WFLA AM news radio, Saturdays at 9 am and Sundays at 1 pm

The Holland Group Retirement Wealth Advisors

(5 reviews)

Don't look any where eles the Holland Group is the BEST!!!…read moreThe owner her self took the time to call me and set me and wife up with the best person to handle our goals. Roy contacted me and was very professional and freindly and transparent. He know what he is doing and took a lot of his time to listen to my needs and wants and really understood how he could help us reach our goals. He knows his stuff and put together a great portfolio that with Gods will... we will surpass our goals. Everyone at the Holland Goup and Especially Roy made us feel comfortable and confident in trusting them. Super nice, super professional and super compassionate. I feel like a made a friend not just parterned with a financail adviser. JUST TO BE CLEAR!!! I did try to contact a different company before coming to the Holland Group, so I was a little scepitical. I made the mistake of contacted another company fist and after meeting with a representative of that conmpany in person... I was going to move forward but had some questions. So, we set up a second meeting, the Guy from this company called to cancel the day of the meeting. So, we recheduled a zoom meeting, on the day of the zoom meeting.... I still didn't recieve the link so I called and he appologized and rescheduled the zoom but missed that one too. So, I called him and left a message and said that... I did not want to do business him and calle the Holland Group. The Holland Group is the best decision for your financial future. We are at the begining of our journey with the holland group and will leave a follow up review in a year from now.

This is our first time having a financial advisor, and we couldn't be more pleased. They are…read moreaccommodating, beyond knowledgeable, and really helped us get set up for a successful retirement in the future. Roy is truly caring and intelligent and takes his time to explain everything. Highly recommend.

Sterling Bridge Financial Group - financialadvising - Updated May 2026

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