Sherwood Financial Management
8463 Sheridan Drive, Williamsville, NY 14221
Location & Phone number
8463 Sheridan Dr, Williamsville, NY 14221, United States
About the Business
Sherwood Financial Management is a fee-only financial planning and wealth management firm located at 8463 Sheridan Drive in Williamsville, New York. Our goal is to help you live your best life today while planning responsibly for tomorrow. As a professional and small business owner, our founder Tracy Sherwood understands the demands on your time and the challenges of managing both business and personal finances. We offer services to help you navigate unexpected changes, minimize taxes, and invest wisely. With a focus on building relationships and trust, we work with clients to achieve financial clarity, make informed decisions, and reach their personal goals. Our team of certified financial planners adheres to the highest standards of competence, ethical behavior, and professionalism. Contact us at (716) 302-4265 or email tracy@sherwoodfinancialmanagement.com to schedule an appointment and start planning for your financial future.
Photos
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"Tracy was great to work with. We used her fee-only services to put together an analysis of our progress toward retirement. She was interested in our unique circumstances and created a comprehensive plan with recommendations to keep us on track. I highly recommend her for those who are looking for a fee-only advisor."
"Contacted her to learn about my options for investing and saving for my first home. I make a decent income and have zero debt but was pretty much told that she would not help me. Her only advise was that I switch to a different career so that I can buy a house. I have a significant savings compared to many of my peers and wanted to know the best way to invest it. Glad to know that she will not waste her time with middle class, hard working clients that want to learn to save for the future."
"Sherwood Financial Management offers as close to a conflict-of-interest-free investment solution as exists in the world of financial management. If you need a planning partner to implement a statistically sound approach to managing money, this may be a good choice for you."
"I've worked with Tracy as a client for several years and now with Sherwood Financial Management, where she brings her vast experience and knowledge to individually-tailored wealth management. Tracy is a skilled listener, with an amazing capacity to connect where you are financially and with your lifestyle and where you'd like to be in the mid- and long-term. She asks the right questions and takes what she learns from you and develops options, benchmarks, and strategies for growth that make sense for you, your preferences and personal goals. No one-size-fits-all here. I've learned a lot about what's important for my life plans and goals -- and how financial management should factor into them and not the other way around - from working with Tracy and Sherwood Financial Management."
"Having never worked with a financial advisor previously, we didn’t know what to expect. Tracy was helpful, insightful, friendly and accommodating. She really got to know us and made a plan for us that fit our goals personally."
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