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Reviews

ML
Michael L.

05/03/2017

Provided by YP.com

Very happy with my advisors. I love the educational workshops to get my wife and I up to speed with these different alternative investments. It feels as if we are part of this investment club with the sherer group. They earn my business day in and day out.

CW
Chris W.

12/05/2014

Provided by YP.com

Financial Planning isn't something I'm good at... Saving money, isn't my forte! The entire aspect is daunting and overwhelming to me!

I've worked with Tim for 5+ years. What is consistent is his honesty, sincerity, and transparency in what he does. With all the ugly news of our financial systems running aground due to lack of integrity and greed, Tim is a fresh breath of air.

Working with Tim has been good for me because he's firm, but completely flexible with how he works with me. He's also very passionate about what he does and that passion really shines thru.

In addition, the support staff always makes me feel warm and welcomed and part of the Sherer Group Family.

More Business Info

Hours
Regular Hours
Mon - Fri:
Extra Phones

Phone: 408-441-7526

Payment method
amex
Neighborhood
North San Jose
Categories
Insurance, Investment Advisory Service
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