New York Life-Eagle Strategies/Sheri Hendricks
About
Sheri Hendricks is a financial professional affiliated with New York Life and Eagle Strategies, the company’s investment advisory arm, serving clients from Waltham. Her practice takes a hands-on approach to financial planning, starting with getting to know each client’s situation, values and priorities before building detailed, customized plans aimed at long-term goals. The stated goal is to take the stress out of money management through listening and education.
Services include investment management using an evidence-based method that seeks to protect capital while delivering needed growth, along with retirement planning tailored to each client’s specific needs. She also offers objective guidance on a wide range of risk-management solutions to help clients prepare for the unexpected. Clients are not expected to be experts in financial matters or long-term care, and she brings many years of experience in financial services to the work.
What to Know
- Retirement planning is offered whether clients are just starting, checking progress or ready to retire.
- She describes treating clients like family and being easy to reach by phone or email.
- The practice is listed with the Waltham West Suburban Chamber of Commerce.
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