Sher Investment Management LLC
New
Offers online services
New
Offers online services
About
Entire Focus are individuals or couples where one party is 45 plus. Assure appropriate planning and positioning of investments for retirement. Establish the "GAP" between retirement income and retirement expense.. If a"Gap" we work on its cure. See my profile on Linkedin.
I started my own RIA (REGISTERED INVESTMENT ADVISOR) to serve clients without all the issues of higher expenses of a Broker/Dealer. I provide low transparent pricing without conflicts. I take care of your investments ($ 25,000 to $2,500,000) as if they were my own!
Details
Comfort with finances
Customers who are somewhat comfortable with finances, Customers who are not comfortable with finances
Career stage
Entry-level / Junior, Mid-level, Senior-level / management, Executive, Approaching retirement, Already retired
Annual income
Less than $40,000, $40,000 - $60,000, $60,000 - $80,000, $80,000 - $100,000, $100,000 - $150,000
Service type
General financial planning, Retirement planning, Life insurance review, Investment review, Annuities, Mutual funds
Photos and videos
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Services offered
Financial Services And Planning