Sherpa Financial Group exists to help make your dreams come true. The name Sherpa Financial is the foundation of what they represent. Just as Sherpas are world-renowned guides for treacherous Himalayan mountaineering expeditions, their aim is to be the deeply trusted guide for you--retirees and soon-to-retire seniors. Wisdom. Vision. Integrity. Sherpa Financial Group prides itself on creating a strong and caring relationship with it’s clients. The Representatives at Sherpa Financial offer their independence as financial planners for clients looking to attain their most important financial goals. The Representatives at Sherpa Financial also focus on integrating business and personal financial planning in order to offer comprehensive financial and wealth planning for individuals. We are licensed to sell Insurance Products in the following states: Florida, Indiana, Michigan, New York, Ohio, and Virginia. We are registered to sell Securities in the following states: Florida, Indiana, Michigan, New York, Ohio, and Virginia. Registered Representative/Securities and Investment Advisory Services offered through Cambridge Investment Research, Member FINRA, SIPC, a Registered Investment Adviser. Sherpa Financial Group is independent of Cambridge Investment Research. Cambridge is not affiliated with LinkedIn and is not responsible for LinkedIn’s privacy or security policies. Cambridge does not endorse or adopt the content, products, advertising, advice, opinions, recommendations or other materials found on linked sites or posted by third parties. Nothing on this site shall constitute an offer, solicitation to purchase or sell a security or financial product or be deemed investment or other advice. All financial and investment information found on this site and links to other sites are for informational purposes only.
