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Author: Daniel Sherr

Are You Ready?” text on a bright green brick wall—a visual prompt about retirement readiness and income planning strategies from Boston financial advisors.
Retirement Planning

Are You Retirement Ready? Explore Retirement Income Strategies

Retirement marks a significant shift in everyone’s financial priorities, moving from wealth accumulation to capital preservation and generating sustainable income. Understanding how to structure retirement...
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Essex County resident working on tax planning at a desk with digital tax icons overlay, representing advanced tax strategies like Roth conversions, direct indexing, and municipal bond investing for high-net-worth individuals.
Tax Planning

Tax Strategies for Wealthy Essex County Residents

For high-net-worth individuals in Essex County, minimizing taxes isn’t just about saving money—it’s about preserving and growing wealth for future generations. The right tax strategies...
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Glowing neon number 9 against a dark background, symbolizing nine essential tax planning strategies for high-income earners in Essex County.
Tax Planning

Nine Tax Planning Tips for High-Income Earners in Essex County

As your income grows, so does the potential for higher tax liabilities. If you’re a high-income earner in Essex County, navigating tax planning can seem...
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A close-up image of a document titled "Benefits Package" with a pen resting on it, symbolizing the importance of employee benefits planning with a financial advisor in Danvers, MA
Retirement Planning

How To Create an Employee Benefits Package in Danvers, MA

In today’s tight labor market, businesses must distinguish themselves from direct and indirect competitors. One way to do this is by offering a competitive benefits...
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Financial Planning

Sherr Financial Associates Has A New Website

In today’s fast-paced digital era, staying ahead isn’t just about keeping up—it’s about setting the pace. At Sherr Financial, we understand the importance of adapting...
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About SFA

Sherr Financial Associates is a fee-based financial advisory firm in Danvers, MA. Focusing on personalized financial planning and investment management, we provide uniquely tailored financial advisor advice based on your specific needs. In other words, we don't use cookie-cutter solutions that may or may not suit your situation. Our commitment to integrity and excellence ensures that your financial future is in good hands.

Contact Info
  • 100 Conifer Hill Drive, Suite 409,
    Danvers, MA 01923
  • Tel: 781.598.9309
  • Follow Us
The Financial Advisor(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check BrokerCheck for a list of current registrations.

Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network®.

Financial planning services offered through Sherr Financial Associates are separate and unrelated to Commonwealth.

Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security.
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