Account Access
Schedule a Call

Advisor Site Menu

About Us
Services
Our Process
Resources
Contact Us

Advisor Site Menu

About Us
Services
Our Process
Resources
Contact Us

Videos

Emergency Fund 101

Contemplating a 401(k) Loan?

Budget. Save. Invest.

Traditional Vs. Roth 401(k)

What Is a Target-Date Fund?

Retirement Saving Strategies

Schedule a consultation today

We’re easy to get ahold of (and easy to work with!) Get in touch for a commitment-free consultation.

This communication is strictly intended for individuals residing in the states of AK, CA, CO, CT, FL, GA, IL, MA, MD, ME, MI, MO, MS, NC, NH, NJ, NY, RI, SC, TN, TX, VA, WY. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities offered through Commonwealth Financial Network®, member FINRA/SIPC, a Registered Investment Adviser. Advisory services offered through Sherr Financial Associates are separate and unrelated to Commonwealth.

Copyright © 2021

Sherr Financial Associates 100 Conifer Hill Drive, Suite 409, Danvers, MA 01923 | P781.598.9309