Letter From Carl P. Sherr

‘Client before company and ethics before profitability.

From my early days as a stock broker to our success today, the principles that guide us remain the same: ‘client before company’ and ‘ethics before profitability’.

Since our founding in 1964, I have seen many changes in the industry, but one thing that never changes is our commitment to each client as if they were our only client.

I have an extensive background in the regulatory side of the business and learned early on that the key to our success is simple: Do what’s best for the client. By focusing on you, the client, we are always looking for ways to improve your experience.

Over the last few years many clients have asked us to take a more active role in managing their investments and helping them reach their goals. To accomplish this we have successfully changed the focus of the company from a discount brokerage firm to one that is now financial planning and investment management.

Personalized service is at the heart of our client relationships. Most begin with face-to-face meetings to help establish and set financial objectives.

Based on your objectives, we develop recommendations that are ‘tailor made’ to meet each client’s unique requirements.

I believe that what matters most are personal relationships, investment experience, financial planning along with the knowledge that you can trust – and that’s exactly what you can expect at Carl P. Sherr & Co., LLC.

We look forward to the opportunity in helping you reach your goals.

Sincerely,

Carl P. Sherr
Founder and President