Sherwood Investments

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Sherwood Investments is a Registered Investment Advisor, helping clients of all ages.  We provide financial planning, investment planning, estate planning and investment management services.   We are proud to have helped many clients retire financially secure.

As a financial fiduciary, you come first.  We are totally independent and 100% fee-only, charging no commissions. Our only compensation is based on the value of your portfolio.  So when your portfolio grows, we both benefit.

All calls are returned the same day, whenever possible.