For 20 years we have simplified and improved clients' financial lives and helped them achieve their financial objectives. Clients receive personalized financial planning and investments are managed to minimize taxes and safely maximize returns. Financial strategies and investments are revisited frequently to include changing financial and personal conditions.
Prior to founding Sherwood Investments, Mr. Linger was the branch manager of a major Edward Jones investment office in Somerville, NJ. As a financial expert with in-depth investment knowledge, Mr. Linger appears on television on both the east and west coast and is quoted in national newspapers and professional publications.
Sherwood Investments is a Registered Investment Advisor and financial fiduciary, totally independent and fee-only, with no commissions.
All calls are returned within one business day.
We manage your money as if it were our own.
There is never a charge for meetings.
Contact us for more info at 425-898-8989 or visit our secure web site.