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CARL P. SHERR & CO., LLC

Financial Advisor serving Worcester, Massachusetts · 1 of 5 financial advisors in the area

📍 446 MAIN STREET, WORCESTER, MA 01608
📞 (508) 791-••••
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📍 446 MAIN STREET, WORCESTER, MA 01608

About CARL P. SHERR & CO., LLC

CARL P. SHERR & CO., LLC is a financial advisor located in Worcester, Massachusetts. As a local financial advisor, they serve Worcester and surrounding communities in Massachusetts. You can reach them through ProHorizon. Contact them through ProHorizon for a free quote.

Financial professionals in Worcester should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the Massachusetts securities regulator before sharing any financial information.

💰 What Financial Advisors Cost in Worcester

Budget
$0.5
% of assets/year
Average
$1
% of assets/year
Premium
$2
% of assets/year

Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales. Prices in Worcester may vary based on the scope of work and provider.

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✅ Tips for Hiring Financial Advisors in Worcester

✓ Check online reviews and ratings before hiring
✓ Get multiple quotes to compare pricing
✓ Verify licensing and insurance
✓ Ask for references from recent customers

Frequently Asked Questions

How much does a financial advisor cost in Worcester?
Financial Advisors in Worcester typically charge $0.5–$2 % of assets/year. Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales.
How do I choose the best financial advisor in Worcester?
Check ratings and reviews, verify licensing and insurance, get multiple quotes, and ask about their experience with your specific needs. There are 5 financial advisors in Worcester to choose from.
Does CARL P. SHERR & CO., LLC offer free quotes?
Contact CARL P. SHERR & CO., LLC directly to ask about free estimates. You can also request a quote through ProHorizon.

Other Financial Advisors in Worcester

CUTLER CAPITAL MANAGEMENT

306 MAIN ST, WORCESTER, MA 01608

NEW HARBOR FINANCIAL GROUP, LLC

146 MAIN STREET, WORCESTER, MA 01608

CARR FINANCIAL GROUP CORPORATION

20 PARK AVENUE

CARR FINANCIAL GROUP

20 PARK AVENUE

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