Sherr Carl P

read moreWe look to the future rather than to the past. So, while the roots of our firm stretch back to 1964, our story is more about a series of moments when we changed, adapted and innovated. Welcome to a better way of managing your financial goals and personal wealth. Welcome to having the peace of mind that your financial advisor is working in your best interest. Our mission is to create an experience that invests in your success and provides a plan designed for you. Founded over 50 years ago, we are guided by the principles of 'client before company' and 'ethics before profitability'.

read moreGrowth: The firm grows rapidly from the 1960's through the early 1970's by expanding its stock brokerage operations. In those days, brokers would call clients and recommend stocks to buy and sell. At one point the firm had 10 stock brokers. The firm also starts participating in IPO's (initial public offerings) and provided expertise in the transfer of ownership of stock certificates. Pioneer in discount brokerage: Seizing an opportunity that allowed for reduced trading commissions, the firm introduces the concept of charging lower rates and pioneers a new era as a 'discount broker'.