Financial Expertise at SCHERRER FINANCIAL SERVICES
SCHERRER FINANCIAL SERVICES is a professional financial advising firm dedicated to helping clients achieve their financial goals. With years of experience in the industry, the advisors at SCHERRER have established themselves as experts in the field of financial planning and management. Their services are available to clients from all walks of life, ranging from individuals and families to businesses and organizations.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial planning and management services
- Offers a wide range of financial services to cater to individual needs
- Uses a data-driven approach to ensure optimal results for clients
- Advises clients on how to make informed financial decisions
- Provides ongoing support and monitoring to help clients stay on track
Facts and Insights
SCHERRER FINANCIAL SERVICES has built a strong reputation for excellence and reliability in their industry. They take pride in their data-driven approach, using the latest financial tools and techniques to ensure their clients’ financial success. In addition, they stay up-to-date with the latest market trends and governmental regulations to provide their clients with the most relevant and current financial advice.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | $100 million |
|---|---|
| Number of Advisors | 5 |
| Time in Business | 10 years |
Financial Services Offered
- Financial planning and management
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types
SCHERRER FINANCIAL SERVICES caters to a diverse group of clients, including:
- Individuals and families
- Small and medium-sized businesses
- Non-profit organizations
- Retirees
- High-net-worth individuals
- And more
Fees & Compensation
SCHERRER FINANCIAL SERVICES operates on a fee-only basis, meaning they do not receive any commissions from the sale of financial products. This ensures that their advice is unbiased and solely in the best interest of their clients. The fees for their services are determined based on the complexity of each client’s financial situation and are fully disclosed upfront.
Background
SCHERRER FINANCIAL SERVICES was founded by John Scherrer, a highly experienced financial advisor with over 20 years of experience in the industry. He holds various professional certifications, including Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Certified Public Accountant (CPA). His extensive knowledge and expertise have helped countless clients achieve financial success.
Financial Advisor Disclosures to Know
SCHERRER FINANCIAL SERVICES is a Registered Investment Advisor (RIA) and is legally obligated to disclose any potential conflicts of interest to their clients. They adhere to the highest ethical standards and always prioritize the best interest of their clients.