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.

 
 

View Mike Sherwood's profile on LinkedIn