Sherwood Financial Management

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8463 Sheridan Dr
Buffalo, NY 14221
+1 (716) 633-3422
http://sherwoodfinancialmanagement.com

Sherwood Financial Management is a fee-only financial planning and wealth management firm based in Buffalo, NY. They are dedicated to helping clients live their best life today while responsibly planning for tomorrow. Their personalized approach aims to make clients feel well taken care of, supported, and worry-free.

They cater to a diverse clientele including executives, professionals, individuals, families, pre-retirees, and retirees. By offering financial clarity, informed decision-making, and strategic planning, they guide clients through various life stages to help them achieve their personal and financial goals. Their focus is on providing peace of mind and empowering clients to live purposefully.

Lead by Tracy Sherwood, a Certified Financial Planner® (CFP) professional, the team at Sherwood Financial Management adheres to the highest standards of competence, ethics, and professionalism. As fee-only advisors, they prioritize transparency, objectivity, and acting as fiduciaries for their clients, ensuring that recommendations are always in the client's best interest.

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United States›New York›Buffalo›Sherwood Financial Management