Sherr Financial Associates - SFA

Sherr Financial Associates - SFA We offer financial solutions for asset protection, wealth building, and risk management. Please check FINRA’s Broker Check for a list of current registrations.

Securities and advisory services offered through Commonwealth Financial Network®, member https://www.FINRA.org / https://www.SIPC.org, a Registered Investment Adviser. The Financial Advisor(s) associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Review our Terms of Use: https://www.commonwealth.com/termsofuse.html.

Father’s Day is a reminder that some of the most meaningful lessons are not taught in classrooms, but through everyday a...
06/21/2026

Father’s Day is a reminder that some of the most meaningful lessons are not taught in classrooms, but through everyday actions: hard work, patience, responsibility, generosity, and planning for the future. Today, we celebrate the fathers, grandfathers, and mentors who continue to shape the lives and futures of those around them through both guidance and example. Happy Father’s Day from all of us at Sherr Financial Associates (SFA).

Employer disability coverage may not protect as much income as you think. Taxes, income caps, bonus exclusions, and port...
06/17/2026

Employer disability coverage may not protect as much income as you think. Taxes, income caps, bonus exclusions, and portability limitations can create larger gaps for higher earners. In this article, our Boston financial advisors explain group vs. individual disability insurance, “own occupation” coverage, and how disability planning fits into a broader financial strategy.

Read more: https://sherrfinancial.com/financial-planning/group-vs-individual-disability-insurance-whats-the-difference/

06/16/2026

Fraud prevention goes beyond technology; it often comes down to habits, awareness, and slowing down before reacting. Financial scams today frequently create urgency, whether through phone calls, emails, text messages, or requests for wire transfers and personal information. During National Safety Month, it’s a good reminder to verify requests carefully, review account activity regularly, and talk with family members about common fraud tactics that continue to target individuals of all ages.

Homeownership is a major milestone, but how you finance your home matters just as much as the home itself. Taking time t...
06/14/2026

Homeownership is a major milestone, but how you finance your home matters just as much as the home itself. Taking time to evaluate your mortgage structure, down payment, and long-term goals can help support smarter financial decisions over time.

Your income may be your most important asset, but many employer disability plans only replace a portion of it, and taxes...
06/10/2026

Your income may be your most important asset, but many employer disability plans only replace a portion of it, and taxes can reduce benefits further. In this article, our Boston financial advisors discuss common disability coverage gaps, tax considerations, and how disability planning fits into a broader financial strategy.

Read more: https://sherrfinancial.com/financial-planning/do-you-have-enough-disability-insurance/

What if protecting your brain is one of the most important investments you can make?Research continues to show that cogn...
06/09/2026

What if protecting your brain is one of the most important investments you can make?

Research continues to show that cognitive health is influenced by more than genetics. The choices we make today may play an important role in how our brains function as we age.

Join us for Retain Your Brain: How to Age-Proof Your Most Valuable Asset and learn why your brain may not be the same age as you, how brain health can impact your lifestyle and finances, and practical strategies to support long-term cognitive wellness.

Register here or scan the QR code below:
bbaf2b9f-c492-4f51-8eff-d48e05a1db12@3f5d403d-ccae-48a1-8212-f5d4349c6cc7" rel="ugc" target="_blank">https://events.teams.microsoft.com/event/bbaf2b9f-c492-4f51-8eff-d48e05a1db12@3f5d403d-ccae-48a1-8212-f5d4349c6cc7

Buying your first home often comes with a mix of excitement, questions, and major financial decisions. From building a d...
06/09/2026

Buying your first home often comes with a mix of excitement, questions, and major financial decisions. From building a down payment fund to understanding mortgage options and preparing your credit, the steps you take before house hunting can make a meaningful difference throughout the process. During National Homeownership Month, it’s a great time to focus on the financial habits and planning strategies that can help make homeownership more attainable over time.

Cybersecurity is no longer just an IT issue; it’s part of everyday financial safety. From phishing emails and fake login...
06/08/2026

Cybersecurity is no longer just an IT issue; it’s part of everyday financial safety. From phishing emails and fake login pages to password theft and text message scams, cybercriminals continue finding new ways to target personal information and financial accounts. During National Safety Month, take a few minutes to review some simple but important habits. Small steps can go a long way in helping reduce unnecessary risk.

06/06/2026

Sherr Financial Associates (SFA) is fortunate to have Ben Brieger among our talented team. Thank you, Ben, for all you do! Congratulations on 3 years. Here’s to many more!

At a certain point, the question isn’t “Am I invested?” It becomes: “Am I invested in the right places?” Public markets ...
05/31/2026

At a certain point, the question isn’t “Am I invested?” It becomes: “Am I invested in the right places?” Public markets remain important, but they’re no longer the only source of growth and income. In our guide, Beyond the Traditional Portfolio, we explore what sits outside of stocks and bonds and how those opportunities may fit into a broader strategy.

Access it here: https://info.sherrfinancial.com/free-guide-beyond-the-traditional-portfolio

Address

100 Conifer Hill Drive, Suite 409
Danvers, MA
01923

Telephone

+17815989309

Website

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