Sherwood Investment Services

Sherwood Investment Services Review

Reviews 11
4.5
Reviews 11
Filters:
Rating
Language
Sort:
Most recent
S
8 months ago

I've been a customer of Sherwood Investment Servic...

I've been a customer of Sherwood Investment Services for over a year now, and I must say that they have exceeded my expectations. The team is highly professional, and their investment recommendations have generated consistent returns. I highly recommend their services!

E
9 months ago

I recently started using an online investment serv...

I recently started using an online investment service and have been impressed so far. The platform is user-friendly and the customer support team is responsive. The investment recommendations have been valuable.

P
1 year ago

Sherwood Investment Services is an excellent compa...

Sherwood Investment Services is an excellent company! Their professional and knowledgeable team has helped me optimize my investment strategy and achieve consistent returns. I highly recommend their services.

R
1 year ago

⭐️Sherwood Investment Services has been phenomenal...

⭐️Sherwood Investment Services has been phenomenal! Their investment advice has greatly improved my financial situation. The team is highly professional and responsive. I couldn't be happier with their services!⭐️

H
1 year ago

I have been using Sherwood Investment Services for...

I have been using Sherwood Investment Services for several months, and I am extremely happy with their performance. Their investment strategies are well-researched, and the customer support team is always helpful. I highly recommend their services!

E
1 year ago

The investment advice I received from Sherwood has...

The investment advice I received from Sherwood has been invaluable. They helped me diversify my portfolio, and I've seen significant growth in my investments. Their expertise is unmatched. Highly recommended!

W
1 year ago

👍Sherwood Investment Services is a top-notch compa...

👍Sherwood Investment Services is a top-notch company! The advisors are friendly and always willing to assist. The provided financial advice has significantly improved my investment portfolio. I'm grateful for their expertise!🙏

E
1 year ago

🙌Sherwood Investment Services has been a game-chan...

🙌Sherwood Investment Services has been a game-changer for my financial goals! The team is always available to answer my questions and provide advice. Their personalized approach makes me feel valued as a customer. Highly satisfied!👏

A
4 years ago

Eric has handled our two accounts since 2008. Ema...

Eric has handled our two accounts since 2008. Emails and phone calls are always returned promptly, and when there is trouble in the stock market we know there will be an explanation forthcoming from him. His knowledge and experience have yielded positive results on our investments.

E
4 years ago

Eric has been our financial advisor for 7 years an...

Eric has been our financial advisor for 7 years and has done a great job.
He is extraordinarily knowledgeable and has years of experience. His efforts on our behalf have yielded fine results. He is very responsive when we have questions or just need information/guidance.

About Sherwood Investment Services

Sherwood Investment Services is an independent fee-only fiduciary advisor that has been serving the Seattle area Eastside for over 20 years. The company specializes in personalized financial and retirement planning, as well as investment management services. With a team of experienced professionals, Sherwood Investment Services is dedicated to helping clients achieve their financial goals and secure their future.

One of the key features that sets Sherwood Investment Services apart from other financial advisors is its commitment to being a fiduciary. This means that the company always puts its clients' interests first, ensuring that all advice and recommendations are made with their best interests in mind. As an independent firm, Sherwood Investment Services does not have any conflicts of interest or ties to specific products or services, allowing it to provide unbiased advice tailored specifically to each client's unique needs.

The team at Sherwood Investment Services understands that every client has different goals and priorities when it comes to their finances. That's why they take a personalized approach to financial planning, working closely with each client to develop a customized plan designed to help them achieve their specific objectives. Whether clients are looking for help with retirement planning, investment management, tax planning or estate planning, the experts at Sherwood Investment Services have the knowledge and experience needed to guide them through every step of the process.

When it comes to investment management services, Sherwood Investment Services takes a disciplined approach based on sound principles of asset allocation and diversification. The company believes in investing for the long-term while also being mindful of risk management strategies designed to protect clients' portfolios during market downturns.

In addition to its core services related directly to financial planning and investment management, Sherwood Investment Services also offers a range of other resources designed specifically for its clients' needs. These include educational seminars on topics such as Social Security benefits optimization strategies or Medicare enrollment options; access online tools like budgeting calculators; regular newsletters providing updates on market trends; and more.

Overall, if you're looking for an experienced team of professionals who can help you navigate your way through complex financial decisions while always putting your best interests first – look no further than Sherwood Investment Services!

Sherwood Investment Services

Sherwood Investment Services

4.5