Carl P. Sherr & Co., LLC
Financial Services
Worcester, Ma, United States
5 employees
- Employees
- 5
- Contacts
- 1
- Emails
- 1
Carl P. Sherr & Co., LLC Overview
- Headquarters
- Worcester, Ma, United States
- Phone Number
- Available in AeroLeads
- Website
- carlpsherr.com
- Industry
- Financial Services
- Employees
- 5
- Founded
- 1964
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
Keywords
About Carl P. Sherr & Co., LLC
Carl P. Sherr & Co., LLC is an independent Registered Investment Advisor located in Worcester, Massachusetts. As a fee-based advisor, we put your interests before ours and use a comprehensive approach to focus on what is truly best for you, our clients. We act as a fiduciary to you, which means we have an obligation to focus on what is best for you. Our goal is to listen, ask questions, educate, and provide unbiased advice. 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’. Applying these principles allows us to offer unbiased recommendations and advice.
Carl P. Sherr & Co., LLC Contact Details
- People in AeroLeads
- 2
- With contact data
- 1
- Email contacts
- 1
- 50.0% coverage
Carl P. Sherr & Co., LLC Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Edward Sherr | President and Chief Compliance Officer | Greater Boston, United States |
Email
|
| Kirby Nichols | Operations Associate at Carl P. Sherr |
View
|
Employees by Management Level
Associate / junior
2 profiles
Executive
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Executive | 1 | 1 | 0 |
| Sales | 1 | 1 | 0 |
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