| Advisor Profile |
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Business Description |
| McSherry Anderson is a dedicated financial planning firm offering planning on a fee basis. We specialize in portfolio management, again on a fee basis. For full information on the services provided by our firm, please visit our web site. |
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| Prepared By: |
Dan Wilson |
Frequently Asked Questions |
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Do you have a customer satisfaction or refund policy? |
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What are your qualifications? What is your education background? |
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Every one of our advisors has to be properly licensed and also have a 4 year college degree. |
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What services do you offer? |
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Investment Management and Financial Planning |
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How many clients do you currently manage? |
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Will you be the only person working with me? |
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No, our office is organized as a team with specialties. |
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How are you compensated? How will I pay for your services? |
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If you are going to manage my account, will you obtain my permission every time you buy or sell something? |
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You give our firm discretion over the account per an investment policy. |
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Do you offer any guaranteed results? |
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How much risk should I be willing to take? |
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That depends upon our risk tolerance questionnaire and our extensive interview process, each client is different. |
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Have you ever been charged with any breaches? |
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