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Sterling Bridge Financial Group

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United States
Palm Harbor, FL
Sterling Bridge Financial Group

We're a financial advising firm that specializes in retirement planning. Right strategy-Right time-R.I.G.H.T reason!!

We have helped hundreds of families reach their goals by creating custom plans to fit their specific needs.

10/06/2026

Happy Work Anniversary to our wonderful Lexi! 🎉💙

Lexi plays such an important role here at Sterling Bridge Financial Group. From taking care of our clients and making sure they always feel welcomed, to keeping up with all the little details that happen behind the scenes, she brings so much care and dedication to everything she does.

But Lexi is so much more than her title. She brings an energy to the office that makes even the busiest days a little more fun. Her kindness, personality, and genuine care for the people around her are just a few of the many reasons we’re so lucky to have her on our team.

Our clients know they can count on Lexi, and so can all of us at SBFG. We are incredibly grateful for everything she does and for the positivity she brings through our doors every day. ❤️

Here’s to another year of helping our clients, making memories, sharing plenty of laughs, and continuing to be such an important part of the Sterling Bridge family! 🥂🎉 Happy Work Anniversary, Lexi!

10/05/2026

Sterling Bridge Financial Group is proud to support SailFuture, an incredible St. Petersburg organization helping young people, including teens in foster care, prepare for independent and successful futures through education, mentorship, career training, and real world experiences.

We were honored to donate this vehicle to SailFuture with a very special purpose: their seniors will have the opportunity to work toward earning it, with the top-performing senior receiving the keys! 🎓🔑

For the student who ultimately takes it home, we hope this car represents more than transportation. We hope it represents independence, opportunity, and the beginning of an exciting new chapter.

A special thank you to Mike Long, Founder & CEO of SailFuture, for welcoming us and for the work he continues to do for young people in our community. And to the two SailFuture students who joined us for this special moment and sharing in the excitement of what’s ahead!

We’re grateful to play a small part in SailFuture’s mission and can’t wait to see where the road takes these students next! 💙

09/21/2026

It’s hard to believe it’s already been 6 months since we moved into our new building! ❤️

While most of our new office came together quickly, there were a few meaningful pieces we didn’t want to rush—especially those designed to bring Frank and Anthony’s story, and the legacy behind Sterling Bridge Financial Group, to life.

How fitting that, on the six-month anniversary of our move, the final two pieces in our Legacy Conference Room were installed!

Their story began long before SBFG. One of our favorite photos shows Frank and Anthony as little boys sitting together at the dining room table—we like to joke that it was the very first SBFG meeting! 😂 The wall follows their story through other special moments, including high school graduation and Anthony’s wedding.

The room also features Anthony’s childhood galvanized phone from the ’90s—the very phone Frank and Anthony used years later to make their first business call as Senior Benefit Resources!

From there, the wall marks the founding of the firm in 2014 and leads to “Today,” featuring Frank and Anthony’s induction into the Advisors Excel Hall of Fame.

More than office décor, this wall tells a story of family, friendship, hard work, growth, and legacy.

And that legacy continues every day as Frank and Anthony help our clients build strong financial foundations and lasting legacies for the families they love.

Here’s to remembering where you came from, celebrating how far you’ve come, and continuing to build what comes next. ❤️

09/14/2026

Happy Work Anniversary to the one and only, Jess Sternthal! 🎉

Although her official title is Office Manager, Jess wears many more hats around here! From reigning in the guys and their big ideas 😂, to making sure the office is always stocked with plenty of delicious chocolate, handling the Costco runs, managing the day-to-day, and so much more—there's truly no telling what we would do without her!

But what makes Jess so special goes far beyond everything she does for the firm. She is intentional about building personal relationships with every member of our team and our clients. She doesn't just see people as coworkers and clients — she sees them as friends, and that shines through in the way she shows up every single day.

SBFG wouldn't be what it is today without Jess, and we are so incredibly grateful for everything she does and for the person she is! ❤️

Here's to another year filled with love, laughter, chocolate, and hopefully many more pickleball games! 🏓🎉

Help us show Jess some love in the comments below by telling us your favorite thing about her! ❤️

09/11/2026

Today, we pause to remember and honor the many innocent lives lost on September 11, 2001, and the incredible heroes who courageously answered the call that day.

As a company that is proud to support and serve members of our firefighter and first responder community, today holds a particularly special meaning for us. We will never forget the bravery and selflessness displayed by the first responders who ran toward danger while others were running away.

Twenty-five years later, we continue to honor the lives lost, the heroes who made the ultimate sacrifice, and the courageous men and women who continue to put their lives on the line to protect and serve our communities every day.
Today and always, we remember. We honor. And we will never forget. 🇺🇸❤️🤍💙

Never Forget.

09/09/2026

We are honored to sponsor this special event as we come together to honor and remember the courageous lives lost on September 11, 2001, and pay tribute to the brave men and women who continue to serve and sacrifice for our communities and our nation.

We would like to extend a special invitation to all active and retired firefighters to join us for this meaningful, free event as we commemorate the 25th anniversary of 9/11. Together, we will remember the heroes, honor their sacrifice, and recognize the courage and dedication of those who continue to serve every day. ❤️🤍💙

09/07/2026

Happy Labor Day! 🇺🇸

Our office is closed today in observance of the holiday and will reopen tomorrow with normal business hours.

We hope you’re enjoying a beautiful day filled with relaxation, laughter, and quality time with the ones you love. ❤️💙

09/06/2026

One of our favorite places in our new office is our Legacy Hallway—a space that tells the story of where we began, the milestones we’ve reached along the way, and the evolution of Sterling Bridge Financial Group through the years. For a while, our Legacy Hallway sat incomplete as we waited for the final piece: “Where We Are Today.”

Now, that piece is here.

This section celebrates the opening of our new building in Palm Harbor, and this photo will forever capture the incredible joy shared that day among our team, our families, and the clients who have been such an important part of our journey.

Every time we walk past this picture, we can’t help but smile. It reminds us of just how blessed we are—not only to have a beautiful new home for our firm, but to have the opportunity to continue growing and building something meaningful for the people we serve.

Our story has never been about a building. It’s about the people who have trusted us along the way.

To every client who has faithfully entrusted us with their financial future, thank you. We are incredibly grateful to be the firm you have chosen to trust, and we never take that responsibility for granted.

Here’s to honoring where we’ve been, celebrating where we are today, and looking forward to everything still ahead. ❤️

08/24/2026

We’re so excited to announce the launch of a new partnership with firefighters in our local communities! 🚒

When it comes to the FRS, Drop Plans, your pension, and other retirement accounts tied to your career in the fire service, we understand how complicated and overwhelming it can feel. That’s where we’re here to help.

Our goal is to be your retirement specialist—helping you make sense of all the pieces you’ve worked so hard to build over the years and turning them into a retirement strategy designed to give you the confidence and peace of mind you deserve.

We’re incredibly grateful to Liz on Fire for pioneering this partnership and helping us bring specialized retirement guidance to the everyday heroes who dedicate their lives to protecting our communities. And thank you to Sip85 for providing an amazing atmosphere and delicious food!

Thank you to our firefighters for everything you do. We’re honored to serve you. ❤️🚒

08/18/2026

🎉 Congratulations to our amazing clients, Mike & Susan Deneault, on the grand opening of Coffee in Palm Harbor! ☕️✨

We’re so excited for you and this incredible new adventure! If you’re looking for delicious coffee, a welcoming atmosphere, and even better company, be sure to stop by and check out their new location. 💛

Wishing you both so much success in this exciting new chapter! Cheers to many great cups of coffee and wonderful memories ahead! ☕️🥳

Address

4174 Woodlands Pkwy
Palm Harbor, FL
34685

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Website

http://www.sterlingbridgefg.com/

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