336 Bon Air Center, No. 419
Greenbrae, CA 94904
tel 415.609.1912
fax 415.256.9034
CA Insurance Licence # 0704630
Financial Services
Our goal is to be a trusted assistant in the financial life of each of our clients'.
By providing the most personal and conscientious services, our reputation is one of excellence in our industry.
We share the same goals as our clients, to strive for financial security, stability and independence (freedom).
Here follows some of the financial tools we use with our clients':
• Mutual funds
• 401 (k), 403 (b), & 412 (i)
• Ira, Roth Ira, Sep-Ira
• 529 Plan for education
• Life Insurance, Annuities
• Buy-sell funding and Key-person protection
• Cobra services, Section 125 and Cafeteria plans
• For business clients, we help you retain and attract productive employees, by designing quality cost effective benefit plans.
• Plan for cash liquidity at critical moments, like the death of an owner or key-person.
• For Individuals and Families, we offer a wide array of retirement and investment products, to meet your long, medium and short term money goals.
InsuranceServices
Sternberger Financial & Insurance Services helps you prepare for life's challenges of money and new beginnings:
• Getting married
• Having a baby
• Buying a home
• Starting a business
• Saving for education
• Untimely medical bills
• Emergency income if injury or illness does not allow you to work
• Loss of a loved one
• Comfortable retirement
• Plan for the caring of the special needs of a parent-Long term care insurance
• More. . .
We offer many solutions to individuals and businesses:
• The new HSA medical plans.
• Medical, Dental, Vision, Life, Disability, long-term care
• Estate Planning and International Travel Protection
Sternberger Financial & Insurance Services helps families and businesses protect their financial health, using high quality insurance products. Our only goal is helping to satisfy your needs and concerns.
Securities & Investment advisory services offered through Protected Investors of America, Inc., and member FINRA & SIPC & registered investment advisor.
Paul Sternberger is a Registered Representative with Protected Investors of America, a registered broker/dealer, member FINRA, SIPC & registered investment advisor.
Branch Office: 1701 Novato Blvd., Suite 204, Novato, CA 94947-Toll Free Phone 1-800-748-6338 or 415-892-0928
