Sherwin & Associates

Basic Information

Address: 812 N Thorton Ave Orlando, FL 32803
Phone Number: 4076161693
Fax Number: 3213527912
Person of Contact: Sherwin Sargeant

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Sherwin & Associates
Sherwin & Associates
Sherwin & Associates

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Additional Information

Who We Are

Sherwin & Associates was founded by Sherwin Sargeant and brings more than 15 years of retirement, Tax, and Insurance planning experience to their practice. Sherwin & Associates affiliated with PlanMember Securities to enhance their ability to provide the comprehensive retirement education, superior customer service, and the best retirement products available. To further bolster their services, Sherwin & Associates joined Fig Marketing.

With these resources, Sherwin & Associates is well Versed in the Special Pay and FICA Alternative Plans for Florida state employers and employees. We are specialists in the Florida Retirement System (FRS), the Deferred Retirement Option Program (DROP), and all retirement plans available to Florida state employees.

Working directly with employees enrolled within the Florida Retirement System, I keep enrollees informed of quarterly industry trends that impact their individual goals and better position them to retire successfully.

Our Primary Purpose

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.

We proudly serve Florida state employees and retirees, providing skillful guidance to help them choose the retirement planning solutions right for them.