Certified by Shervin Sadr - Financial Planner • May 17, 2026
About
Certified by Shervin Sadr - Financial Planner • May 17, 2026
Financial Planner
Our team delivers comprehensive financial planning to individuals, families, business owners, and medical professionals. As the "CFO" team of your financial life, we integrate cash flow planning, wealth management, tax strategy, insurance, retirement, estate planning, and business exit strategy into a cohesive flat-fee engagement — so every pillar of your financial life works in symphony. Our team is led by Sherv Sadr, CFP®, CEPA®, whose expertise spans strategic planning for physicians and attorneys at every career stage, families planning for the future, retirees preserving and growing wealth, and business owners looking to grow, maximize value, and exit successfully. We are located in Boston, however are licensed and able to work all over the U.S. Reach out for a complimentary consultation.
Location
Certified by Shervin Sadr - Financial Planner • May 17, 2026
Where is Shervin Sadr - Financial Planner located?
The office is located at 1 Marina Park Drive, fl 16, Boston, MA 02210, USA.
What are the business hours for Shervin Sadr - Financial Planner?
Monday to Friday, 8:00 AM to 6:00 PM; Sunday 8:00 AM to 6:00 PM; closed Saturdays but available by appointment only.
How can I contact Shervin Sadr - Financial Planner?
You can reach them by phone at +1 781-330-4369 or via email at ssadr@baystatefinancial.com.
Does Shervin Sadr - Financial Planner have a website?
Yes, their website is http://baystatefinancialseaport.com.
Can I schedule a Saturday appointment with Shervin Sadr - Financial Planner?
Yes, Saturday appointments are available but by appointment only.
Are there any good restaurants near Shervin Sadr - Financial Planner?
Yes, nearby restaurants include Mai Izakaya, Strega Waterfront (Italian restaurant), Empire (Asian restaurant, lounge, bar), and Fish and Richardson PC (seafood).
What transportation options are available near Shervin Sadr - Financial Planner?
ISA Worldwide Services nearby offers limo services, transportation, and car rental agency options to help you reach the office easily.
Are there any recreational or lifestyle places near the financial planner's office?
Yes, SailTime Boston offers sailing activities nearby, and Heyday Seaport is a beauty and spa place close by for relaxation.
What other professional services are located near Shervin Sadr - Financial Planner?
Nearby professional services include law firms like Farrell Smith O'Connell and Law Offices of Nicole M. Bluefort, as well as companies like Nasuni (software development) and Polaris Partners (investing and financial services).
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