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Sherman Financial
902 Crestwood Ln, Chapel Hill, NC 27517, United States
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Comments
Wi
Review №1

There is no other person I would trust or respect more to handle my business and personal finances. Not only does Chris provide full service financial management, he offers wisdom and insight that allows you to make the best decisions for your situation to achieve your financial goals. Chris has a wealth of knowledge that made a huge impact in starting my business successfully, combined with his strong personal financial understanding, I recommend him to everyone!

Pa
Review №2

Chris and his team have been doing my personal and businesses taxes for years and I can’t imagine anyone better to work with. He is quick and very responsive not to mention thorough! Highly recommend for all your tax and financial management needs!

B
Review №3

Full disclosure, all businesses start off with 4 stars and are adjusted accordingly. If a business is worth driving 2 hours out of their way they earn 5 stars.Chris knows his business and was very clear about rates and services he and his team offers. His communication was very professional and he seemed busy with clients, busy is good. Very good.Please stay tuned to follow up postings and writings.At first glance, his rates are very reasonable.February 2019 follow up.His fee based system is very transparent and straightforward. His basics are solid and he brought extra value to business discussions.For example: he knows where and how to drive better business results through advertising / promotions with some basic numbers, but his experience translated to ‘give it a try’ and expect ‘xy%’ type of returns. Now these are ball park numbers, but he knows his business and the ins and outs of others without disclosing sensitive information.Well worth your time and money!

Information
1 Photos
3 Comments
5 Rating
  • Address:902 Crestwood Ln, Chapel Hill, NC 27517, United States
  • Site:https://www.shermanfp.com/
  • Phone:+1 919-923-2337
Categories
  • Financial planner
Working hours
  • Monday:9am–5pm
  • Tuesday:9am–5pm
  • Wednesday:Closed
  • Thursday:9am–5pm
  • Friday:9am–5pm
  • Saturday:9am–5pm
  • Sunday:9am–5pm
Planning
  • Appointments recommended:Yes
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