Sterling Fox Financial Services - Raymond James Osterville Dr, Holly Springs

Sterling Fox Financial Services - Raymond James Reviews

• D

  Devin Summerhays
  5

  Brenan Volpe has handled my investments for years, and it's been nothing but a great experience. Over time I've come to realize that I can trust Sterling's direction entirely, and if I do have questions about my investment plan they are immediate in responding and helping me understand how to best orient my portfolio. This is an extremely professional organization, with a small personalized client relationship atmosphere. I highly recommend Sterling Fox to those close to me, this is a group with years of experience and a undeniably strong commitment to their clients. I'll be a life long member.

• G

  G LaNier
  5

  Brenan and Bob Volpe are exceptional. True professionals who live and breathe this financial stuff which is so often over my head. They have a way of simplifying and explaining things, and care about every aspect of a client's financial health. Theirs is truly a holistic approach and they genuinely want you to learn, grow and succeed financially.

• K

  Karen Dumers
  5

  Bob has handled our investments over 15 years at this point. It took a while to help us see the power in saving and investing as a family. When we decided to jump on the investment train we didn't realize how much investing would teach us about sound financial planning. Staff at Sterling Fox office are professional and engaging. Very grateful to Bob Volpe helping our family.

• J

  Jay Enn
  5

  I had an exceptional experience with Sterling Fox, namely Brenan Volpe. He walked me through, step by step, the process of investing in an IRA and helped me invest my money properly in an account that is set to grow according to the risk tolerances we discussed. He couldn't be easier to work with. From speaking with him, the process took about 3 days for the paperwork to be signed and submitted. I received my first statement a week later. The employees here seem to be caring and committed to the financial success of their clients and I could not be happier with my experience.

• B

  Bella Alvarado
  5

  Bob has managed my family's money for over 10 years. I feel like he treats my money as if it were his own. Easy going and extremely knowledgeable. Would recommend to anyone.

• D

  David Morgan
  5

  Man, Brenan and his team have done a great job for me and my clients. They are able to breakdown complex topics and make them understandable. Trustworthy and down to earth. Highly recommend!