Carl P Sherr & Company

Business Brokers, Financial Planning Consultants

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60 Years

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(508) 791-7126Call Visit WebsiteVisit Website Map & DirectionsDirections440 Main St Ste 2100Worcester, MA 01608 Write a ReviewWrite Review

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Carl P Sherr & Company

Income Tax
Jennifer is passionate about educating individuals about personal finance and a supporter of bringing diversity to the profession. In the past, she has been an active volunteer with Junior Achievement in the Worcester School system and taught financial literacy to many youth classes in her school district. She volunteered during the tax season for a number of years through the IRS VITA (Volunteer Income Tax Assistance) program to prepare tax returns for members of the National Guard. Jennifer is currently a member of the United Way Women’s Initiative and participates as a mentor in the Dollar $cholar program mentoring middle-school girls. She is also a member of the CFP Board’s Women’s Initiative working to address the challenge of under-representation of women in the financial planner workforce.

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TollFree: (800) 257-4377

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Carl P Sherr Co Investments

Carl P Sherr & Co LLC

Carl P Sherr & Company LLC

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https://carlpsherr.com

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Phone: (508) 791-7126

Address: 440 Main St Ste 2100, Worcester, MA 01608

Website: https://carlpsherr.com

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Carl P Sherr & Company

Income Tax
Jennifer is passionate about educating individuals about personal finance and a supporter of bringing diversity to the profession. In the past, she has been an active volunteer with Junior Achievement in the Worcester School system and taught financial literacy to many youth classes in her school district. She volunteered during the tax season for a number of years through the IRS VITA (Volunteer Income Tax Assistance) program to prepare tax returns for members of the National Guard. Jennifer is currently a member of the United Way Women’s Initiative and participates as a mentor in the Dollar $cholar program mentoring middle-school girls. She is also a member of the CFP Board’s Women’s Initiative working to address the challenge of under-representation of women in the financial planner workforce.

Investment Management
In between his college semesters, Liam worked for a startup medical-device company in the Greater Boston area as a Summer Finance Intern. While in school, he worked alongside a team of peers to develop a product idea into a full-fledged business plan. The semester-long project culminated with a contest as each group pitched their respective plan to a panel of professors in a mock ‘Shark Tank’ pitch. He is interested in investment management strategy and has plans to pursue a financial certification in the future.
Wealth Management
Carl has spent his entire career in the financial services industry. In 1964, he founded the firm that bears his name and remains actively involved in the business. In 1975, he was one of the first pioneers that introduced the “discount brokerage” concept as an alternative to the traditional brokerage model. In the 1980’s he launched an institutional trading division that specialized in local NASDAQ companies. The trading division prospered throughout the 1990’s by providing liquidity for Worcester-based companies looking to expand and grow. Carl oversaw the eventual transition from discount brokerage and NASDAQ trading to its current model of comprehensive financial planning and wealth management.

Financial Planning
Jennifer joined the firm in 2007 and is currently our Lead Planner and a CERTIFIED FINANCIAL PLANNER™ practitioner. Since 2003, she has spent her entire career dedicated to offering the highest level of service with comprehensive, personalized, independent, and customized financial planning. Her knowledge and skills help clients define and address each of their goals and applies the highest level of service and standards.
Retirement Planning
Gary joined the firm in 1986 and is currently Chief Executive Officer and a CHARTERED RETIREMENT PLANNING COUNSELOR™. He has vast experience in asset management, operations, compliance, trading, and financial planning. He works with a diverse client base and specializes in investment strategies for individuals, retirement plans, non-profits, trusts, and estates. What sets him apart is his commitment to understanding what is truly important to his clients, getting to know them, and identifying what they want to accomplish.
Asset Management
The information contained on this website is not a solicitation to invest in any investment product, nor is it intended to provide investment advice. Past performance is no guarantee of future performance, and our investment strategies, like most investment strategies, involve the risk of loss. No chart, graph, or other figure provided should be used to determine which securities to buy or sell. Asset allocation and diversification strategies do not assure a profit or protect against a loss.
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