Business Details
50+ Years
experience
Your Trusted Financial Partner in Worcester, MA
Carl P Sherr has been dedicated to client-centric financial guidance since 1964. Our firm evolved from a brokerage to a comprehensive investment management practice, prioritizing fiduciary responsibility and personalized planning. With over five decades of experience, we specialize in creating tailored strategies that align with individual goals, risk tolerance, and life values. Our team of certified professionals combines deep industry expertise with a commitment to transparency, ensuring clients receive unbiased advice and diversified portfolios.We maintain rigorous compliance standards and emphasize long-term relationships built on trust and ethical practices. Our Worcester, Massachusetts-based office serves as a trusted partner for individuals seeking financial security and strategic wealth management solutions.
Services
Financial Planning
Investment Management
Retirement Planning
Estate Planning
Tax Strategies
Portfolio Management
Details
- Year established: 1964
Highlights and features
- We have over 55 years of experience in personalized financial planning
- Our fiduciary duty ensures recommendations prioritize client interests
- We offer comprehensive wealth management strategies tailored to individual needs
- Our fee-only structure eliminates conflicts of interest
- We maintain active investment management with diversified portfolios
Services
Financial Planning
Our comprehensive financial planning service creates customized strategies aligned with your life goals and risk tolerance. We analyze your financial situation, develop personalized roadmaps, and provide ongoing guidance to help achieve short and long-term objectives. This service emphasizes tax-efficient strategies and coordinated wealth management approaches.
Investment Management
We offer active investment management with diversified portfolios tailored to individual client needs. Our approach combines disciplined investment strategies, continuous market analysis, and regular portfolio rebalancing. The service focuses on long-term growth while maintaining appropriate risk levels through customized asset allocation and security selection.
Retirement Planning
This specialized service develops targeted strategies for achieving retirement goals through systematic savings plans and optimized withdrawal strategies. We analyze pension options, Social Security benefits, and tax implications to create sustainable income streams. The planning process includes scenario modeling and adjustments for changing market conditions.
People
Carl P. Sherr
Founder
Carl P. Sherr founded the firm in 1964 and established its client-first philosophy. His leadership shaped the firm's commitment to ethical practices and personalized service. As a pioneer in financial advisory services, he emphasized long-term relationships and fiduciary responsibility.
Edward L Sherr
President, CRPC
Edward L Sherr serves as President and Chief Compliance Officer, maintaining the firm's ethical standards. With Certified Retirement Planning Counselor credentials, he ensures regulatory compliance while continuing the family legacy of client-focused financial guidance established by his father.
Gary H Sherr
Chief Executive Officer, CRPC
Gary H Sherr leads as Chief Executive Officer with Certified Retirement Planning Counselor credentials. He oversees strategic direction while maintaining the firm's commitment to personalized service. His leadership focuses on combining innovation with the established principles of client-first financial management.
Jennifer L Simes
CFP, Lead Planner
Jennifer L Simes, a Certified Financial Planner, serves as Lead Planner. She specializes in creating customized financial strategies that align with client goals. Her expertise in comprehensive planning ensures clients receive personalized solutions for wealth management and future security.
Questions
What services does Carl P. Sherr & Co. offer?
We provide financial planning, investment management, retirement planning, estate planning, and tax strategy services tailored to individual client needs.
Are you a fiduciary financial advisor?
Yes, we act as fiduciaries and are legally obligated to prioritize client interests in all recommendations and decisions.
How are your investment management services structured?
Our investment approach combines diversified portfolios with active management, customized to each client's risk tolerance and financial goals through ongoing monitoring and adjustments.
What makes your financial planning different?
Our comprehensive planning process begins with understanding your unique circumstances, values, and objectives to create personalized strategies that evolve with your changing needs.
How often do you meet with clients?
We recommend regular reviews and check-ins, typically annual meetings, with additional consultations available as needed for significant life changes or market events.
Where are you located?
Our office is located at 446 Main Street, Worcester, Massachusetts 01608 in the Worcester Plaza building on the 19th floor.
