Carl P. Sherr & Co., LLC Information

Carl P. Sherr & Co., LLC is an independent Registered Investment Advisor located in Worcester, Massachusetts. As a fee-based advisor, we put your interests before ours and use a comprehensive approach to focus on what is truly best for you, our clients. We act as a fiduciary to you, which means we have an obligation to focus on what is best for you. Our goal is to listen, ask questions, educate, and provide unbiased advice. Our mission is to create an experience that invests in your success and provides a plan designed for you. Founded over 50 years ago, we are guided by the principles of ‘client before company’ and ‘ethics before profitability’. Applying these principles allows us to offer unbiased recommendations and advice.