Brooks Sherman - RBC Wealth Management Financial Advisor

With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management experience to help you develop strategies and solutions for pursuing financial security, no matter where you are in life.

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Great Barrington, MA area, Sherry L De Celle will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

October Mountain Financial Advisors is a trusted financial services company based in Lee, MA, dedicated to prioritizing the needs of their clients and colleagues. With a strong emphasis on open communication and a commitment to working in the best interest of their clients, their team of professionals offers expertise in portfolio management, financial planning, trust, and banking services. As a part of the St. Germain Wealth Management Group, October Mountain Financial Advisors upholds values of trust, honesty, and transparency, ensuring that clients have access to decision-makers and professionals who manage their investable assets. With a focus on nurturing long-term relationships, they provide a comprehensive range of financial solutions to meet the unique needs of each individual client.Generated from the website