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Tag: Boston MA

UTMA Accounts text over blurred office background with financial documents on a desk, representing how Boston families use UTMA accounts to build wealth for children and future generations.
Financial Planning

UTMA Accounts: How They Help Boston Kids Build Wealth

For families seeking ways to invest in their children’s financial future, UTMA accounts offer a flexible and straightforward option. UTMA is short for Uniform Transfers...
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Older woman in ornate clothing gazing into a glowing crystal ball, surrounded by candles and tarot cards on a wooden table, symbolizing the uncertainty and risk of market timing for Boston investors.
Investment Management

Market Timing Risks That Impact Boston Investors

Raise your hand if you’ve had the temptation to tweak your portfolio in response to recent news headlines, economic data, or short-term market noise. You’re...
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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
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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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