We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.
Learn More Today About
How We Help
Contact us today to find out how we can help with your financial needs.
We are dedicated to professionally supporting, educating, and providing informed direction to each and every client.
We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.
As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations. Together, we implement the recommendations and monitor your progress.
A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.
There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated.
Investments can play a key role in your financial security plan. A mix of registered and non-registered savings can help achieve your goals.
Insurance is essential to any comprehensive financial security plan. It can protect you and your family from undue hardship.
Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations.
Managing your finances is an important component to any financial security plan. Money management strategies help you manage your savings on a daily basis.
Asset allocation is the process of selecting a mix of asset classes that closely matches an investor’s financial profile in terms of their investment preferences and tolerance for risk.
Everyone has their own reason for gifting their assets or a portion of their income to charitable organizations. Some find comfort in helping others who are less fortunate, while others simply want to share their good fortune.
Learn more about our amazing team of professionals.
Sherry has been in the financial planning industry since 1990. She holds the FINRA securities licenses Series 6, 7, 24, 63 and 65. Sherry is insured licensed to assist individuals with life insurance, disability income insurance and long term care insurance. She is co-owner of Azevedo Investment Corporation. She enjoys working with individuals and families who are committed to working towards financial independence. Sherry feels that the best plan is one with the end in mind. Her experience allows her to reach clients on an in-depth level which fosters great achievement in the implementation of set financial goals.
Chief Financial Officer
Raymond has been working in the financial industry since 2004. He is Co-owner of Azevedo Investment Corporation. He is responsible for office management, books and records, client events and so much more. His outgoing personality makes clients feel right at home.
Don't hesitate to get in touch with us. We would love the opportunity to become your trusted advisor.