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Superior, personalized service is what you have come to expect from Sterling Bank. Did you know that this
level of service extends beyond traditional banking needs into concerns you may have about managing investments,
estate planning, escrow, and trust services? Whatever your financial goals and objectives may be, Sterling
Bank is your one-stop neighborhood financial center dedicated to helping you meet your goals.
Our Trust Services department can provide professional investment management and financial
consulting services. Call us today!
Who Can Benefit
Small Business Owners
- Considering an investment brokerage account
- Contemplating future retirement and/or estate planning
- Needing investment guidance after selling a portion of the business
Babyboomers
- Considering setting up a trust to avoid estate taxes
- Pledging continued loyalty to years of charity work by creating a charitable trust or foundation
- Establishing investment goals and tax planning after receiving an inheritance
- Wanting to avoid capital gains tax in the sale/purchase exchange of property
Charitable Organizations and Foundations
- Wanting to simplify record keeping, investing and reporting
Energy Makers
- Looking for a funds transfer agent in transactions between suppliers and purchasers
Advisory Services and Securities offered through LPL Financial, Member FINRA/SIPC Insurance Products offered through PL Insurance Services of Texas, Inc. Sterling Bank is not a registered broker/dealer nor is it affiliated with LPL Financial nor PL Insurance Services of Texas.
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