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About Shervin Sadr - Financial Planner
At Sherv Sadr, we believe that effective financial planning is the cornerstone of a secure and prosperous future. Our expert team offers personalized strategies to help you navigate the complexities of investments, retirement, tax planning, and wealth management. We take the time to understand your unique goals and aspirations, providing tailored solutions that align with your financial objectives. We are open Saturdays by appointment only.
About Shervin Sadr - Financial Planner
At Sherv Sadr, we believe that effective financial planning is the cornerstone of a secure and prosperous future. Our expert team offers personalized strategies to help you navigate the complexities of investments, retirement, tax planning, and wealth management. We take the time to understand yo...
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Reviews
(3) Reviews for this company
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5 Stars
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Casandra Nowicki
Initially I was super skeptical about financial planners because of the price and the worry about being talked into stuff I don’t actually need. Shervin and his team have completely changed my mind. I am pretty financially illiterate, but … More
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Dante Egizi
Sherv is amazing! He has helped me fully restructure my finances twice, pay off my car loan, and get all my investments automated and consistent. I cannot recommend Sherv enough to help you straighten out your financial strategy. … More
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brianna lenza
I’ve had an excellent experience working with Shervin! His portfolio management expertise is top-notch — he takes the time to explain every strategy clearly and always keeps me updated. His communication is consistent and transparent, which … More
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Reviews
(3) Reviews for this company
1 Stars
(0)
2 Stars
(0)
3 Stars
(0)
4 Stars
(0)
5 Stars
(3)
D
Dante Egizi
Sherv is amazing! He has helped me fully restructure my finances twice, pay off my car loan, and get all my investments automated and consistent. I cannot recommend Sherv enough to help you straighten out your financial strategy. … More
C
Casandra Nowicki
Initially I was super skeptical about financial planners because of the price and the worry about being talked into stuff I don’t actually need. Shervin and his team have completely changed my mind. I am pretty financially illiterate, but … More
B
brianna lenza
I’ve had an excellent experience working with Shervin! His portfolio management expertise is top-notch — he takes the time to explain every strategy clearly and always keeps me updated. His communication is consistent and transparent, which … More
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