Michael Sherwood

As a financial advisor, I provide personal strategies for retirement, investing, & other financial topics that matter.

Financial Adviser at Benefit & Financial Strategies in Flagstaff, AZ

About

After starting in retail banking in 1992, I began practicing as an independent financial advisor in 1999. I provide creative planning and financial services to both individuals and businesses, On a daily basis I strive to find creative ways to grow wealth and make it last. Every person I meet is at a different stage of life. Because of that, it’s important that I have access to the best techniques, products, and ideas to make sure my client's needs are fully met.

Securities & investment advisory services offered through Ameritas Investment Corp. (AIC). Member FINRA/SIPC. AIC and Benefit & Financial Strategies (BFS) are not affiliated. Additional products and services may be available through Michael Sherwood or BFS that are not offered through AIC. Information posted to this site by 3rd parties or links to 3rd party sites are not created nor endorsed by AIC or its representatives. Their information is deemed to be from reliable sources; however, their content cannot be guaranteed.

Address
6 E. Aspen Ave. Ste. 200 in Flagstaff, AZ 86001
Info
Year started: 2002

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Peer Endorsements

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Specialties

  • Annuities
  • Bonds & Fixed Income
  • Education Savings
  • Equities
  • Estate Planning
  • Life Insurance
  • Mutual Funds
  • Retirement Planning
  • Risk Management
  • Tax Advantaged Investments

Credentials

Licenses

Series 7
License # 4131418
Series 65

Background

Education

Northern Arizona University