Centaurus Financial - we invest in your success
CuraDebit Free Debt Analysis
  Home > Financial Services > Stock Brokers > Carl P. Sherr & Co.

Carl P. Sherr & Co.




Carl P. Sherr & Co., LLC is a member of NASD, the National Association of Securities Dealers. 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.
 
Carl P. Sherr & Co., LLC is a family owned, full service, financial services firm that has been serving seasoned investors and those new to investing in the New England area for nearly 40 years. The guiding principles upon which the company was founded are client before company and ethics before profitability. Keeping pace with the time is another reason for their success.
 
The Company has also increased the number of securities products, insurance lines and services that are available through CPS. The Company offers both traditional brokerage and a variety of customized, personalized services to help their clients meet their investment needs.
 
Personalized service is the heart of all their client relationships. Most begin with face to face meetings to review and help set individual financial objectives. And based on those objectives, they develop recommendations that are tailored to meet each client's unique requirements. Based on your personal financial situation and tolerance for risk, their trained consultants will develop a customized financial plan, including a personalized investment plan, to help you meet your needs and objectives.
 
The Company’s strengths are the range of personal wealth management services available for accounts with a minimum of $50,000. These portfolios are managed for an annual fee, rather than on a transaction basis, and are typically tailored to address a client’s specific needs. The Company will act as your agent in buying and selling stocks, corporate and municipal securities and other investment products. Their computer based trading system allows them to provide their clients with fast executions and the potential for price improvement on each and every trade.
 
The Benefits of Being Internally Advised In order to better align their interests with those of their shareholders, the company’s mission is to build a real estate business that can realize consistent growth year over year regardless of market cycles. Their unique business model puts investors first.
 

Financial Services Companies all are here at FinancialBrowsers.com

Permission is granted to reproduce this article as long as the above resource paragraph is left intact with active links.

Back to Stock Brokers

 
 
Infinit-i