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Cheryl J. Sherrard, CFP®,NAPFA

Clearview Wealth Management

PO Box 9384
Charlotte, NC 28299
Phone: (704) 837-4317
Fax: (980) 322-0465

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

Specialties
  • Comprehensive Financial Planning
  • Charitable & Planned Giving
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Retirement
  • Long-term Care
  • Sudden Wealth
  • Women's Finances

 

How Planner Charges

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