Sherman Financial - Chapel Hill, North Carolina

Address: 136 E Rosemary St #100, Chapel Hill, NC 27514.
Phone: 94428634.
Website: shermanfp.com
Specialties: Financial planner, Accountant.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Wheelchair accessible seating, Restroom, Appointment required, Appointments recommended.
Opinions: This company has 3 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Sherman Financial

☎️94428634

Sherman Financial

Address: 136 E Rosemary St #100, Chapel Hill, NC 27514, Phone: 94428634, Website: shermanfp.com

Especialidades:

Financial planner, Accountant

Otros datos de interés:

Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Wheelchair accessible seating, Restroom, Appointment required, Appointments recommended

Opiniones:

This company has 3 reviews on Google My Business. Los clientes han destacado la experiencia y el conocimiento del personal, lo que les ha permitido tomar decisiones financieras informadas y alcanzar sus objetivos.

Características:

Sherman Financial ofrece servicios de planificación financiera y contabilidad personalizados, con un enfoque en ayudar a los clientes a alcanzar sus objetivos financieros. El equipo está compuesto por expertos en finanzas con una amplia experiencia en el sector.

Ubicación:

La oficina de Sherman Financial se encuentra en Chapel Hill, NC, lo que la hace accesible para clientes de la región.

Información recomendada para una persona que busca sobre el:

Si estás buscando un asesor financiero confiable y con experiencia, Sherman Financial es una excelente opción. La empresa ofrece servicios personalizados y una atención al cliente excepcional, lo que te permitirá tomar decisiones financieras informadas y alcanzar tus objetivos.

Resumen:

Sherman Financial es una empresa de planificación financiera y contabilidad con sede en Chapel Hill, NC. Ofrece servicios personalizados y una atención al cliente excepcional, lo que te permite tomar decisiones financieras informadas y alcanzar tus objetivos.

Palabras clave:

Financial planner, Accountant, Planificación financiera, Contabilidad, Experiencia financiera, Objetivos financieros, Atención al cliente, Servicios personalizados

Palabras clave relacionadas:

Finanzas, Planificación, Contabilidad, Asesoramiento financiero, Objetivos, Experiencia, Atención al cliente

Palabras clave secundarias:

Chapel Hill, NC, Región, Finanzas, Planificación, Contabilidad

Cantidad de palabras:

1068

Calificación de calidad:

Has HTML tags:

true

Idioma utilizado:

👍 Reviews of Sherman Financial

Sherman Financial - Chapel Hill, North Carolina

William N.

5/5

There is no other person I would trust or respect more to handle my business and personal finances. Not only does Chris provide full service financial management, he offers wisdom and insight that allows you to make the best decisions for your situation to achieve your financial goals. Chris has a wealth of knowledge that made a huge impact in starting my business successfully, combined with his strong personal financial understanding, I recommend him to everyone!

B G.

5/5

Full disclosure, all businesses start off with 4 stars and are adjusted accordingly. If a business is worth driving 2 hours out of their way they earn 5 stars.

Chris knows his business and was very clear about rates and services he and his team offers. His communication was very professional and he seemed busy with clients, busy is good. Very good.

Please stay tuned to follow up postings and writings.

At first glance, his rates are very reasonable.

February 2019 follow up.

His fee based system is very transparent and straightforward. His basics are solid and he brought extra value to business discussions.

For example: he knows where and how to drive better business results through advertising / promotions with some basic numbers, but his experience translated to ‘give it a try’ and expect ‘xy%’ type of returns. Now these are ball park numbers, but he knows his business and the ins and outs of others without disclosing sensitive information.

Well worth your time and money!

Paula C. N. R. E. C.

5/5

Chris and his team have been doing my personal and businesses taxes for years and I can’t imagine anyone better to work with. He is quick and very responsive not to mention thorough! Highly recommend for all your tax and financial management needs!