Updated:
Sherr Financial Associates
Sherr Financial Associates is a fee-based financial advisory firm in Danvers, MA. It focuses on personalized financial planning and investment management and...
Overview
Sherr Financial Associates is a fee-based financial advisory firm in Danvers, MA. It focuses on personalized financial planning and investment management and provides tailored advice based on each client's specific needs rather than cookie-cutter solutions. As fiduciary financial advisors, the firm emphasizes integrity, a client-first approach, and tax-efficient, long-term investment strategies.
General information
Firm type
Asset Manager
Location
City
Danvers
Principals
Bob Sherr
Founding Partner
Daniel Sherr
Partner, Senior Wealth Manager, Qualified Plans Specialist
Alexander Sherr
Partner, Senior Portfolio Specialist
Ben Brieger
Financial Planning Administrator
Louanne Canty
Client Services & Operations Manager
Kristen McCarthy
Client Success Coordinator
Steve Belsanti
Managing Director of Corporate Benefit Planning
Bob Sherr
Founding Partner, Accredited Investment Fiduciary®
Alexander Sherr
Partner, Senior Portfolio Specialist, Accredited Investment Fiduciary®
Frequently asked questions
Is Sherr Financial Associates still an active concern?
Operational status cannot be confirmed through public sources. The absence of a website, LinkedIn presence, recent media, or regulatory filings makes it impossible to determine from the outside whether the firm is currently active, has merged, or has ceased operations.
Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Need institutional-grade insight on registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: