Shepherd, Marie M, CPA - Graham Huckins & Shepherd Pc, 446 Main St, Worcester, MA 01608, US

Carl P. Sherr Co., LLC is an independent Registered Investment Advisor located in Worcester, Massachusetts. With over 55 years of experience, they prioritize their clients' interests by offering unbiased recommendations and advice. Their comprehensive approach to wealth management focuses on creating personalized plans that consider individual goals, values, and comfort with risks, while their independent investment management ensures portfolios are disciplined, diversified, and tailored to reflect clients' future aspirations. Guided by the principles of client before company and ethics before profitability, Carl P. Sherr Co. aims to build success together with their clients. Their team of experienced professionals listens to clients' objectives, motivations, and passions, developing customized financial plans that serve as the foundation of their relationship. Through implementation, active investment management, and regular follow-up, they strive to provide peace of mind and confidence in achieving clients' financial goals.Generated from the website

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