Catherine Sherer, Financial Advisor - 1852 Financial Group LLC

Why pick this one

Catherine Sherer at 1852 Financial Group has over three decades of experience in financial planning and offers personalized services tailored to client needs.

Best for

  • individual financial planning
  • retirement preparation
  • business owner financial strategies

Look elsewhere if

  • looking for a quick financial fix
  • one-size-fits-all financial solutions

Specialties

  • financial planning
  • retirement planning
  • investment management
  • estate planning

Certifications

  • ChFC
  • RICP

What makes them different

  • personalized approach to financial planning
  • collaborative solutions with trusted professionals
  • holistic financial guidance for individuals and business owners
  • tailored recommendations based on unique client circumstances
Years in business
over three decades
Serves
Rock Hill

Distilled from this business's own website.

Contact & Location

Address
2424 India Hook Rd Ste 110, Rock Hill, SC 29732
Phone
8033722457
Website
https://www.1852financialgroup.com/
Email
wght@400..700

Services

  • comprehensive financial stewardship
  • risk protection
  • personal and business planning
  • charity planning
  • special needs planning

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