Financial Advisors
Boston, MA
Shervin Sadr is an independent financial planner based in Boston's Seaport District, serving clients throughout the Boston area. He specializes in comprehensive financial planning, investment management, and retirement strategy tailored to individual client goals. With a focus on personalized service and fiduciary responsibility, Sadr helps clients build and protect their wealth through strategic planning and ongoing portfolio management.
Ideal for: Professionals seeking comprehensive financial planning, retirees managing portfolios, individuals prioritizing fiduciary-based investment advice
Service area: Boston and surrounding areas
Independent Fiduciary Advisor: Operates as an independent financial planner with fiduciary responsibility, meaning his recommendations are required to be in the client's best interest rather than driven by commission incentives.
Comprehensive Planning Approach: Provides full-service financial planning including investment management, retirement strategy, and wealth preservation tailored to individual client circumstances and long-term goals.
Address: 1 Marina Park Drive fl 16, Boston, MA 02210
Phone: (781) 330-4369
Website: baystatefinancialseaport.com
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