-->

Centaurus Financial - we invest in your success

financialbrowsers.com's Privacy Policy

We are strongly committed to protecting the privacy of every visitor to financialbrowsers.com. The following information is intended to help answer questions you may have about how we go about protecting every visitor's privacy.

financialbrowsers.com E-mail

Your name is the only required information for a FREE financialbrowsers.com E-mail address. Other information may be gathered. Legitimate requests or orders from courts or law enforcement agencies to obtain information will be complied with.

Disclosure

We do not use or disclose information about your individual visits to financialbrowsers.com or information that you may give us, such as your name, address, email address or telephone number, to any outside companies. We may share with our Web site partners aggregated statistical "ratings" information about the use of financialbrowsers.com. Legitimate requests or orders from courts or law enforcement agencies to obtain information will be complied with.

Contacting the Web Site

If you have any questions about this privacy statement, the practices of this site, or your dealings with financialbrowsers.com, use the link below to find out how to ask.

Contact Us

Home > Financial Services > Stock Brokers > Sterling Monroe Securities, Llc

Sterling Monroe Securities, Llc

Sterling Monroe Securities, Llc is a member of NASD, the National Association of Securities Dealers. NASD is a self-regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.

Sterling Monroe Securities, Llc, was founded in 2002 to assist Diefendorf Capital Planning Associates advisors in meeting the growing investment needs of their clients. Located in Locust Valley, NY, Sterling Monroe exists to provide its clients with diversified investment options focused toward reaching their financial goals.The family of financial advisors is dedicated to developing an effective working relationship with their clients so as to assist them in their financial decision making. Sterling Monroe Securities offers a broad selection of non-proprietary products and services. As an independent broker or dealer, there is no pressure on advisors to sell specific products thus influencing investment decisions that are best for the client.

From stocks to government bonds, mutual funds to life insurance, a diversified investment portfolio can be structured that addresses short and long-term financial goals. Other investment vehicles available include fixed and variable annuities, long-term care instruments, unit investment trusts, limited partnerships, and an assortment of qualified retirement products and plans. Professional financial advice can also cover various investment strategies including estate planning, college planning, and retirement planning.

The firm allocates assets and recommends products based on an understanding of your objectives, priorities, and risk tolerance. They stress the concepts of Planning & Portfolio Diversification, A Long-term Perspective, and Systematic Portfolio Review. Sterling Monroe Securities, Llc is dedicated to providing personal and efficient account servicing to clients through their own client relationship manager.

Sterling Monroe is in the business of accumulation rather than speculation. They believe that investment products are a key element in a balanced portfolio. They also recommend that sufficient liquid savings and a solid insurance foundation be in place prior to investing for long-term goals.

They would welcome the opportunity to be your partner in your financial journey. The firm’s representatives are ready to assist you in creating a portfolio and helping you put your hard-earned dollars to work.

Financial Services Companies all are here at FinancialBrowsers.com

Permission is granted to reproduce this article as long as the above resource paragraph is left intact with active links.

Back to Stock Brokers