New Tenant Spotlight: Sterling Capital LLC

At the Anderson Group, we take pride in providing businesses in the Albany, Guilderland and Colonie area with the perfect office space that is tailored to meet their unique needs. We’re thrilled to introduce one of our newest tenants, Sterling Capital LLC, who have recently made our 125 Wolf Road office building their new home.

Dedicated to the realm of financial planning, Sterling Capital LLC specializes in a wide range of services, including retirement planning, investment, estate planning, tax strategies, and wealth preservation. Their expertise empowers clients to craft comprehensive financial strategies, ensuring they reach their financial goals. We had the pleasure of learning more about the business from Tara at Sterling Capital LLC, who generously shared insights into the financial planning business with us.

When did you start/join your business and why?   

I started in March 2009, I have always been interested in investment and retirement planning. After a death in the family I saw first hand how complicated things can be when someone passes away and doesn’t have a proper financial plan, retirement plan, and estate plan in place.  

What types of services does your business offer?  

We offer investment planning, financial planning, tax preparation and planning, and estate planning. We work with individuals who are just starting to plan for retirement, as well as individuals who are either getting ready to retire or are already retired. In addition to that we work with small to mid size companies creating retirement plans for the companies and helping them manage their corporate cash.  

What is unique about your business?  

In addition to having a financial advisor we have an estate planning attorney to help with legal matters and a CPA to handle complex tax issues. We value that we can offer a one stop shop for all of our clients financial needs.

How have you expanded or grown your business? 

We have expanded our business through strategic partnerships and networking.  

What’s next for your business? 

We want to continue to grow from referrals and strategic partnerships and we’re planning on adding on additional advisors and support staff.

Why did you choose an Anderson Office?   

We looked at many spaces and right away the Anderson Group stood out to us. Their offices offer a wide array of amenities and services and they are strategically located. 

How can someone take advantage of your services?  

Currently the best way to contact us is via phone at 518-608-5333 or email at either aforget@investmentctr.com or tbeaugy@investmentctr.com.

We’re proud that Sterling Capital LLC chose one of our office spaces to grow their financial planning business. Their dedication to providing comprehensive financial solutions and serving their clients is a testament to the collaborative and dynamic environment we strive to create for businesses in New York’s Capital Region. We’re excited to be a part of Sterling Capital’s journey and look forward to continuing to support businesses in achieving their goals.

If you’re seeking the perfect office space for your business in Albany, Guilderland or Colonie, contact us today! We have flexible office space options available for small & large businesses.