Shervin Sadr, CFP® - Financial Planner, Wealth Advisor

Business And Professional Services

Opening hours
Monday
08:00 – 18:00
Tuesday
08:00 – 18:00
Wednesday
08:00 – 18:00
Thursday
08:00 – 18:00
Friday
08:00 – 18:00
Saturday
Closed
Sunday
08:00 – 18:00
1 Marina Park Drive Fl 16, Boston, Massachusetts 02210, United States
baystatefinancialseaport.com
+17813304369

What’s on

The week’s programme

Offers

1 running

Offer

Offer

Complimentary Consultation

Schedule a complimentary consultation to see how the team may be able to serve you. The comprehensive fee-based planning approach is custom tailored to your situation.

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Services

8 services · 5 categorys

Complimentary Financial Planning Consultation

Comprehensive Fee-Based Financial Planning

Estate Planning Strategies

Financial Planning for Business Owners and Entrepreneurs

Financial Planning for Medical Professionals and Physicians

Insurance Planning

Retirement Planning

Wealth Management

About

Hours and details

Shervin Sadr, CFP®, provides comprehensive, fee-based financial planning and wealth advisory services for individuals, families, and businesses. His practice specializes in helping retirees and pre-retirees, business owners, entrepreneurs, and physicians navigate profession-specific financial goals.

  • Business and professional services

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