Michael D. Sherwood

Michael D. Sherwood

Investment Advisor Rep.

Phone: (928) 774-0695
Fax: (928) 774-7482
Mobile Phone: (928) 814-0084

Financial & Investment Advisement - Michael has been an advisor since 1999 doing personal and business financial advisement. Offering both fee and non-fee based planning, he uses a comprehensive Financial Needs Analysis, to help you define and achieve your financial goals and objectives.

Areas covered include:

- Investment & retirement strategies

- Retirement Plans

- Retirement Income Planning

- College Savings Plans

- Insurance Planning

- Debt Elimination

as well as many other creative financial tools & concepts to help meet specific goals.


Brokerage Services - Michael is available for all brokerage services as it relates to individual securities investment strategies.  Please call with questions or to get more information on brokerage services available.


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