Home

About Us

	For New and Prospective Clients
	Our Advisors
	Our Recently Published Articles
	Social Security Timing
	Get Your Social Security Statement
	Guaranteed Alternatives to CDs
	Featured Links
	Locations
	Tell A Friend

Learning Center

	Articles
	Calculators
	Newsletters
	E-Seminars
	iMoney
	Glossary

Market Watch

	Detailed Quote
	Symbol Lookup
	Multi Quote
	Markets at a Glance
	Charting
	Portfolio

Request A Quote

	Long-Term Care Insurance
	Life Insurance
	Individual Health
	Disability Insurance
	401(k) Information Request
	Information Request

For New and Prospective Clients

As a new or prospective client, you probably have some questions about Sterling Manor Financial, and about our process for helping our clients succeed financially. Please take a moment to watch the short video to the right, which will introduce you to our firm, and our approach.

Who is Cadaret Grant?

Cadaret Grant is an independent broker/dealer which provides compliance oversight and back-office support for Sterling Manor Financial, and is an important part of what sets Sterling Manor Financial apart. Rather than working FOR one of the large firms like Merrill Lynch or Morgan Stanley, we chose to work WITH Cadaret Grant, allowing us to make recommendations about products and strategies without the undue influence of larger corporate goals. This is important because our clients can be sure that our recommendations are made based our their needs, not the needs of a corporate bureaucracy. Click HERE to download an informative brochure about Cadaret Grant.

New Client Resources

Click HERE to download a New Client Financial Planning Timeline.

Click HERE to download a New Client Data Gathering booklet.

**Adam Doig, CLTC®, Stephen Jenkins, AAMS®, Stephen Kyne and James Flanagan are Registered Representatives and Investment Advisor Representatives offering securities and investment advisory services solely through Cadaret, Grant & Co, Inc., Member FINRA/SIPC. Sterling Manor Financial LLC & Cadaret, Grant are separate entities. The members of Sterling Manor Financial, LLC do not offer tax or legal advice, nor is Sterling Manor Financial, LLC a third-party administrator. Please consult your attorney or accountant prior to implementing tax and legal strategies.