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Home > Financial Services > Stock Brokers > G.W. Sherwold Associates, Inc.
G.W. Sherwold Associates, Inc.
G.W. Sherwold Associates, Inc is a member of NASD, the National Association of Securities Dealer. NASD is a self regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.
Mr. Sherwold established an independent investment advisory firm, G.W. Sherwold Associates, which would allow him the freedom to help all clients achieve financial independence. To best serve his clients, he then invited other financial professionals in the industry who shared his same business philosophy and vision to work with him at G.W. Sherwold Associates.
At G.W. Sherwold Associates they offer their clients a balanced financial planning approach. They believe by setting goals, maximizing efficient use of resources, implementing strategies and reviewing them periodically, each investor will have an opportunity to achieve financial independence.
Their objective in managing their advisory client's portfolios is not only to achieve an inflation adjusted return, but also to deliver that return with a minimum of negative fluctuation. With this in mind, they tend to gradually build their client's portfolios over time, aiming to achieve a consistent growth rate while protecting their client's assets through portfolio diversification.
G.W. Sherwold Associates offers a wide array of investments, insurance, money management, and retirement plans. Brokerage services are also available. To receive additional information on a specific feature or service they provide, please contact them.
At G.W. Sherwold Associates, they believe that diversification of investments is fundamental in achieving financial success. Their commitment to innovation, flexibility, and efficient service has driven them to research and review as many investment opportunities as possible in order to meet the investment needs of each individual investor. The success of an investment portfolio ultimately rests in the investor being prepared to meet opportunity.
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