Sara Stolberg and Stolberg & Associates

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For Financial Advisers

Stolberg & Associates provides some services also available from other financial professionals, such as financial planning, tax preparation, investment management, life insurance, real estate sales and purchases, and mortgages. However, we maintain a strict non-compete policy, so any advisor who refers a client to Stolberg & Associates receives the client back "intact", without the client being solicited for business provided by the referring advisor. Also, we refer clients to other financial advisors when we do not provide the service that the client needs, or are not a good fit for the client.

Sara Stolberg gives continuing education classes for CFP^(R) certificants, stockbrockers, life insurance agents, accountants, etc. If you would like Sara to speak at your office or group, please contact her at your convenience.

Copyright © 2011 Sara Stolberg. All rights reserved.
Sara A. Stolberg, a Registered Representative, offering securities through
LifeMark Securities Corp., member FINRA/SIPC, located at 400 West Metro Park, Rochester, NY 585-424-5672.

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER® and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete initial and ongoing certification requirements.