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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.

For more than 35 years now, the Kayne Anderson Rudnick wealth management team has been developing customized financial planning and investment solutions for high net worth individuals. When Richard Kayne, John Anderson, and Allan Rudnick first established our firm, they established in our core a commitment to high-quality investments. Between our portfolio history and our 97% client retention rate, it’s no surprise that KAR has consistently been ranked among the best wealth management firms by Barron’s Magazine. Teaming up with KAR as your Boston wealth management firm means having a partner you can trust. Together, we’ll work to achieve your goals, giving you the peace of mind you need to enjoy what matters most: living a happy life.

Thomson Reuters Tax & Accounting in Boston offers a comprehensive suite of intelligence, technology, and human expertise to help individuals and businesses find trusted answers to their tax and accounting needs. With a focus on delivering reliable solutions, Thomson Reuters Tax & Accounting is dedicated to providing the tools necessary for informed decision-making in the complex world of taxation and financial management. Generated from their website's infomation