Name: Shervin Sadr - Financial Planner
Address: 1 Marina Park Drive fl 16, Boston, MA, 02210, US
Telephone: (781) 330-4369

General Description

Our team delivers comprehensive financial planning to individuals, families, business owners, and medical professionals. As the "CFO" team of your financial life, we integrate cash flow planning, wealth management, tax strategy, insurance, retirement, estate planning, and business exit strategy into a cohesive flat-fee engagement — so every pillar of your financial life works in symphony. Our team is led by Sherv Sadr, CFP®, CEPA®, whose expertise spans strategic planning for physicians and attorneys at every career stage, families planning for the future, retirees preserving and growing wealth, and business owners looking to grow, maximize value, and exit successfully. We are located in Boston, however are licensed and able to work all over the U.S. Reach out for a complimentary consultation.

Business Hours

Sunday	08:00 AM	06:00 PM
Monday	08:00 AM	06:00 PM
Tuesday	08:00 AM	06:00 PM
Wednesday	08:00 AM	06:00 PM
Thursday	08:00 AM	06:00 PM
Friday	08:00 AM	06:00 PM
Saturday	closed

Location & Map

Shervin Sadr - Financial Planner

1 Marina Park Drive fl 16
Boston, MA 02210

(781) 330-4369

Driving Directions

Shervin Sadr - Financial Planner

Financial Planner in Boston

1 Marina Park Drive fl 16 Boston MA, 02210

(781) 330-4369

General Description

Business Hours

Location & Map

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