Jennifer L. Simes,  CFP<sup>&reg;</sup> - Financial Advisor

Jennifer L. Simes, CFP®

Certified Financial Planner Practitioner

Carl P Sherr & Co

446 Main St, 19th Floor
Worcester, MA 01608
(508) 791-7126


Jennifer Simes is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Carl P Sherr & Co in Worcester, MA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications


Insurance Licenses

  • Life insurance: MA
  • Fixed annuities: MA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Annuities, Asset Allocation, Career Change, Investment Management, Employee Benefits, Mutual Funds, Insurance, Retirement, Stocks & Bonds, Long-term Care, Nontraditional Households


Helpful Financial Planning Resources