Sherwood Financial Management

Sherwood Financial Management is a fee-only financial planning and wealth management firm helping others live their best life today while planning responsibly for tomorrow.

Why would you work with SFM? You may have more important things to focus on, find that you are too busy to spend the time needed to manage your money, or have built your wealth to a level that it now makes sense to bring in a professional to help deliver the best possible solutions and make better decisions.

By organizing and keeping you fully informed and educated on your personal finances, we create sound financial and investment plans that help you achieve your goals. We eliminate the anxiety often associated with this planning, and bring order and meaning to your financial lives. 

We want you to feel well taken care of. By helping you manage your finances, guiding you through unexpected changes, and planning for various stages in life, you will feel supported, well-informed, prepared and stress-free.

Visit our website www.sherwoodfinancialmanagement.com to learn more, to schedule a Free 15-Minute Introductory call today, or feel free to email.

 

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at this Office

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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This Office

8463 Sheridan Dr Williamsville, NY 14221-4133 Phone: (716) 302-4265

Primary Office

8463 Sheridan Dr Williamsville, NY 14221-4133 Phone: (716) 302-4265