Tracy L. Sherwood, CFP<sup>&reg;</sup> - Financial Advisor

Tracy L. Sherwood, CFP®

President

Sherwood Financial Management

8463 Sheridan Drive
Buffalo, NY 14221
FINANCIAL ADVISOR'S WEBSITE
(716) 302-4265 CONNECT WITH Tracy
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General

Tracy Sherwood is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Sherwood Financial Management in Buffalo, NY and the surrounding communities.

Financial Advisor Overview

Join me in celebrating 25 years of service in the wealth management industry helping others live a richer life. Message me to learn more about my advisory services, and to schedule a free 15-minute introductory call.

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Financial Advisor Experience

Senior financial advisor, dedicated CFP professional achieving a career of 25+ years working with clients under the fee-only model delivering financial planning, investment management and wealth accumulation strategies to individual and families; professional, executives and business owners through their careers, and in retirement. Acting as a Fiduciary to clients allows me to build and maintain a reputation treating people just and fairly, and dedicating my time to deliver them the best possible solutions. Today, I am pleased to offer you a personalized approach working directly with me at my company, Sherwood Financial Management.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Estate Planning, Investment Management, Getting Divorced, Mutual Funds, Insurance, Life Planning, Retirement, Succession Planning, Long-term Care, Nontraditional Households, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources