Sherman Financial

Business Services · North Carolina, United States · 1-10 Employees

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Overview

Headquarters

PO Box 4602, Chapel Hill, North Carolina...

Phone Number

(919) 923-2337

Revenue

<$5 Million

Industry

Business Services Finance Project Management Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
3
1
1
1
1
1

About Sherman Financial

Sherman Financial is an independent firm that provides tailored financial advice at an hourly rate with no minimums, catering to clients across the United States and Americans living abroad. The firm focuses solely on the needs of its clients, helping them achieve their financial goals without the burden of commissions, sales fees, or AUM pricing. Their services include financial planning, small business support, and tax advice, all aimed at delivering a fair pricing model. Sherman Financial emphasizes a client-centric approach, ensuring that their clients receive personalized guidance to meet their financial objectives.Explore more
Sherman Financial's Social MediaPopular SearchesSherman Financial LLCSherman Financial PlanningSherman FinancialSherman Financial - LLCSherman Financial Planning LLCSIC Code 87,874NAICS Code 54,541Show more

Sherman Financial Org Chart

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DB
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Maintenance Manager, Finance

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CS
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Independent Financial Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Sherman Financial

<$5M
1-10
Private
-
2016
DB
Damon BremerMaintenance Manager, Finance
$9.1M
11-50
Private
-
2013
$7.6M
1-10
Private
-
2016
EH
Elly HilzOffice Manager
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2018
KR
Katie RessaOffice Administrator
<$5M
1-10
Private
-
1997
JT
Jason ThorneFinancial Advisor
<$5M
1-10
Private
-
1983
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Company Profile Activity

i

Among all Business Services companies

Low Activity

High Activity

Activity Insights

Sherman Financial is experiencing very low activity levels compared to other companies in the Business Services sector.

What does this means?

Sherman Financial is drawing exceptional interest within the Business Services industry, suggesting notable developments or strong market momentum, learn more about Sherman Financial.

Sherman Financial Tech Stack

A closer look at the technologies used by Sherman Financial

Top Business Services Companies

Frequently Asked Questions Regarding Sherman Financial

What is Sherman Financial's official website?
Sherman Financial's official website is www.shermanfp.com
What is Sherman Financial's Revenue?
Sherman Financial's revenue is <$5 Million
What is Sherman Financial's SIC code?
Sherman Financial's SIC: 87,874
What is Sherman Financial's NAICS code?
Sherman Financial's NAICS: 54,541
How many employees does Sherman Financial have?
Sherman Financial has 1-10 employees
What industry does Sherman Financial belong to?
Sherman Financial is in the industry of: Business Services, Finance, Project Management
What is Sherman Financial competition?
Sherman Financial top competitors include: Rand Financial Planning, Keystone Financial Strategies, HSC Wealth Advisors, Sterling Financial Partners
What technology does Sherman Financial use?
Some of the popular technologies that Sherman Financial uses are: Cloudflare CDN, Weebly, Google Workspace, Gmail
How do I contact Sherman Financial?
Sherman Financial contact info: Phone number: (919) 923-2337 Website: www.shermanfp.com
What does Sherman Financial do?

Sherman Financial is an independent firm that provides tailored financial advice at an hourly rate with no minimums, catering to clients across the United States and Americans living abroad. The firm focuses solely on the needs of its clients, helping them achieve their financial goals without the burden of commissions, sales fees, or AUM pricing.... Their services include financial planning, small business support, and tax advice, all aimed at delivering a fair pricing model. Sherman Financial emphasizes a client-centric approach, ensuring that their clients receive personalized guidance to meet their financial objectives.Read More

What are Sherman Financial social media links?
Sherman Financial Linkedin page Sherman Financial Facebook page
Is Sherman Financial a public company?
Sherman Financial is private company therefore does not currently have an official ticker symbol
See more information about Sherman Financial

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