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Webinars

"Stay in Your Seat” - Presented by Weston Wellington on 3/13/24

“Social Security and Medicare 101” – Presented by Mary Yacobian on 9/18/24

The Multigenerational Wealth Playbook

Cost-Effective Strategies for Tax-Efficient Wealth Transfer

Building wealth is just the beginning. The key to creating a lasting legacy is effectively transferring that wealth across generations while minimizing taxes and other costs.

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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.