Business Hours
M-F 8am-6pm, Sa Closed, Su 8am-6pm
Services
Financial Planner, Financial Planning, Retirement Planning, Wealth Management, Tax Planning
Shervin Sadr - Financial Planner Verified by Yext
Listed In: Financial Planning Consultants
Our team delivers comprehensive financial planning to individuals, families, business owners, and medical professionals. As the "CFO" team of your financial life, we integrate cash flow planning, wealth management, tax strategy, insurance, retirement, estate planning, and business exit strategy… Our team delivers comprehensive financial planning to individuals, families, business owners, and medical professionals. As the "CFO" team of your financial life, we integrate cash flow planning, wealth management, tax strategy, insurance, retirement, estate planning, and business exit strategy into a cohesive flat-fee engagement — so every pillar of your financial life works in symphony. Our team is led by Sherv Sadr, CFP®, CEPA®, whose expertise spans strategic planning for physicians and attorneys at every career stage, families planning for the future, retirees preserving and growing wealth, and business owners looking to grow, maximize value, and exit successfully. We are located in Boston, however are licensed and able to work all over the U.S. Reach out for a complimentary consultation. Read more
Shervin Sadr - Financial Planner
1 Marina Park Drive, fl 16, Boston, MA
1 Marina Park Drive, fl 16, Boston, MA
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