Sherman Private Wealth - Southfield (MI)

5 /5 Dave Meyers: I have been a client of Jason’s for 10 years. I am extremely satisfied with the financial planning services he provides. His communication is spot on. He is also patient and professional when talking through any of my financial concerns. He has been instrumental in helping me make well-informed investment decisions and managing my assets effectively. He and Diana, his Operations Manager are extremely capable and supportive. I highly recommend their expertise to anyone in need of wealth management services.

5 /5 E Roeder: The complimentary account reviews Jason offers twice a year are invaluable. These check-ins include asset review, tax review, as well as a personal review of what fits best from the entire suite of retirement and estate planning he has to offer. Every time I meet with Jason - I walk away with my next steps & peace of mind. He customized my plan for me, my needs and my future goals. It’s never too early to start planning for your retirement & Jason Sherman will have your best interests in mind.

5 /5 mike m: We have had the pleasure of working with Jason as our financial advisor for many years. Jason has a calming and pragmatic approach to walk us through short-term plans, such as saving for a vacation, managing risks, and longer-term planning like securing our retirement. We genuinely believe that we owe our financial stability to Jasons expertise. As retirees, we sometimes feel anxious about market fluctuations, but thanks to Jasons consistent strategy, we feel more confident and happier than ever. One time, during a particularly volatile period, Jasons advice helped us avoid a significant loss and even gain from the situation. We wholeheartedly recommend Jason to anyone seeking a trustworthy financial advisor.

5 /5 Laura Kalil: My husband and I have been working with Jason and his team for many, many years. He is knowledgeable, professional, engaging and responsive. He looks out for our best interests always. We rely on his advice and expertise, and call upon him for his guidance frequently. He and his team are best in class, and a trusted advisor. Simply cannot recommend him more.

5 /5 Chris Rice: I wholeheartedly recommend Jason Sherman and his exceptional team for anyone looking for financial planning services. They are always accessible, responsive and proactive. Their dedication to their clients ensures not only financial clarity but also peace of mind. Trusting them with your financial future is a decision you will not regret!