Sherr Financial Associates (SFA)

We offer financial solutions for asset protection, wealth building, and risk management.

General Information
Company Name
Sherr Financial Associates (SFA)
Founded Year
1979
Location (Offices)
Danvers, United States +1
Founders / Decision Makers
Number of Employees
7
Industries
Finance, Financial Services
Funding Stage
-
Social Media

Sherr Financial Associates (SFA) - Company Profile

Sherr Financial Associates (SFA) is an independent financial services firm that has been operating since 1979. Their slogan "We offer financial solutions for asset protection, wealth building, and risk management" summarizes their key offerings. The company prioritizes exceptional service and results, tailoring personalized strategies for each client. Notably, they are dedicated to maintaining objectivity by not being tied to any specific investments or products. Their commitment to earning trust and confidence is reflected in their approach as an independent firm. Based in Danvers, MA, their services cover finance and financial services. As a Registered Investment Adviser, they offer securities and advisory services through Commonwealth Financial Network®. It's worth noting that the company does not have any specified headquarters or recent investment information available. While they have a long-standing reputation and historical foundation, updating their current focus, key investors, and recent investments could provide additional insight for potential stakeholders.

Taxonomy: Financial Solutions, Asset Protection, Wealth Building, Independent Financial Services, Personalized Strategies, Money Management, Investment Goals, Objective Financial Advice, Retirement Planning, Estate Planning, Taxation Planning, Business Planning, Wealth Management, Financial Well-being

Funding Rounds & Investors of Sherr Financial Associates (SFA) (0)

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There is no investment information

Latest News of Sherr Financial Associates (SFA)

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