Who We Are

Welcome to Carl P Sherr & Co., LLC located in Worcester, Massachusetts. We are a comprehensive financial planning and investment management firm that is independently owned and family operated since 1964.

The guiding principle upon which our firm was founded -"client before company and ethics before profitability"- are the key to our success and guides us in everything we do. What matters most are personal relationships, experience and the knowledge you can trust to help get you to where you are going – and that’s what we do at Carl P. Sherr & Co., LLC.

Our comprehensive financial planning services range from a focused review of a particular planning need to the preparation of a comprehensive financial plan which can identify your goals with tailored solutions that are right for you. We also specialize in active investment management services, where we help guide your investments for retirement, preserve an inheritance, or creating a stream of income – we can get you there.

We invite you meet our team of experts and learn more about how can help guide you through your personal financial journey.