Siver Financial Services

Siver Financial Services (CRD# 155097) is a financial advisory firm headquartered in South Lancaster, MA. They manage $3,500,000 in 56 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    56
    ACCOUNTS
  • Average Account Value
    $62,500
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MA

Financial Advisors at Siver Financial Services
Showing 1 - 1 of 1 top financial advisors.
1
Jerry L. Siver
CRD#: 4388719
125 Main Street, South Lancaster, MA 01561
93
Wealthminder
score

Jerry Siver (CRD# 4388719) is an Investment Advisor Representative working at Siver Financial Services in South Lancaster, MA and has over 15 years of experience in the finance industry.

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