“From the moment I made the decision to retire from SCE, the Sherwood team made the experience pleasant and smooth with their professional knowledge of navigating the SCE Benefit selections. I cannot thank Matt and the entire team enough with this life-changing decision and continued management of my financials.”
"We’ve entrusted our immediate and extended family’s financial security to the Sherwood team for years. Their approach is much more than simply providing a service, it’s developing a relationship built on trust, communication, empathy, and sound advice."
–Tina & Jeff B.
Edison Employee
"I will be forever grateful to the Sherwood team. They not only provided expert financial guidance but also compassion and clarity as I navigated my divorce and transitioned into being a single mom. I was able to take control of my finances and build a foundation for financial independence."
"My wife and I love the personal service. Being with Sherwood has given us peace of mind and confidence that we're being well taken care of. I've recommended them to all my family members."
"As longtime clients, we've developed trust in and respect for Sherwood's financial strategies, thought process, and approach to portfolio management. The've assisted us through several life-changing events, including parental estates, estate planning, and legacy strategy."
"We've had the fortunate opportunity to work with Matt and Hannah since before Sherwood began. It was an easy decision for us to follow them on their new journey because of their ability to provide us with continued security and trust!"
