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Jennifer L. Simes, CFP®

Carl P Sherr & Co

446 Main St
Ste 2100
Worcester, MA 01608-2359
Phone: (508) 791-7126
Fax: (508) 753-0315

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Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • Annuities
  • Asset Allocation
  • Investment Management
  • Employee Benefits
  • Mutual Funds
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Long-term Care
  • Nontraditional Households

 

How Planner Charges
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I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.