Broker Check
Architects of your financial future Tax and financial advice in one place Comprehensive wealth planning

We wanted to take a moment to let you know about some exciting news!

Sterling Financial Services has merged with the CFR Capital Group location in Sedona and is now in association with H&R Block.

 Why did we decide to partner with H&R Block?

  -100% Accuracy Guarantee from the Nations #1 tax preparation company

  -Tax Institute expertise on complex tax issues

  -Peace of Mind extended warranty with audit representation

We still offer the same great services:
Bookkeeping, tax preparation, audit services

Our new services include:
Retirement & estate planning, as well as tax planning for your business and your family.

Our People

Benefit from the experience of our team  in investing, insurance and tax preparation.

Learn more

Our Process

We take the time to get to know you.  We listen to your specific needs and concerns and design a financial blueprint tailored to your life. 

Learn more

Our Promise

Financial planning is for life.  We follow up and follow through. We are here for you whenever you need us. 

Learn more

Our Portal

Our Client Portal allows you to organize and track all of your financial data in one place.

Learn more

Who's looking out for you?

What a good feeling, to know you have a team of knowledgeable professionals on your side.  Through every stage and for the long term.  As your needs change, so will your financial strategy, and we will be there to help see you through. 

Contact Sterling Financial Services today for more information.  Find out how to put our team to work for you. 

Let's start building your dreams -- together.

Contact Us