Insights

Personalized Service Focus Sherr Financial Associates emphasizes delivering customized financial strategies, indicating a potential opportunity to introduce advanced financial planning tools or client engagement platforms that can help tailor services more efficiently.

Niche Market Position As a small independent firm with a specialized approach, SFA may benefit from targeted marketing solutions or strategic partnerships with vendors that support boutique financial advisory practices.

Technology Utilization The company's tech stack includes industry-standard tools such as Google Analytics and DigitalOcean hosting, suggesting a readiness to adopt innovative fintech solutions or data analytics platforms to enhance client insights.

Revenue Growth Potential With revenues ranging from $1 million to $10 million, SFA presents opportunities for financial technology providers to offer scalable solutions aimed at expanding revenue streams and improving operational efficiency.

Market Segmentation Serving individuals, families, and businesses, SFA offers a broad client base that can be enriched through targeted outreach strategies and value-added services designed to deepen client relationships and cross-sell financial products.

Sherr Financial Associates (SFA) Tech Stack

Sherr Financial Associates (SFA) uses 8 technology products and services including Open Graph, CookieYes, CodeMirror, and more. Explore Sherr Financial Associates (SFA)'s tech stack below.

  • Open Graph
    Content Management System
  • CookieYes
    Cookie Compliance
  • CodeMirror
    Editors
  • Google Maps
    Maps
  • Bootstrap
    UI Frameworks
  • Google Analytics
    Web Analytics
  • DigitalOcean Web Hosting
    Web Hosting
  • Nginx
    Web Servers

Media & News

Sherr Financial Associates (SFA)'s Email Address Formats

Sherr Financial Associates (SFA) uses at least 1 format(s):
Sherr Financial Associates (SFA) Email FormatsExamplePercentage
FLast@sherrfinancial.comJDoe@sherrfinancial.com
100%

Frequently Asked Questions

Where is Sherr Financial Associates (SFA)'s headquarters located?

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Sherr Financial Associates (SFA)'s main headquarters is located at 100 Conifer Hill Drive Suite 409 Danvers, Massachusetts 01923 United States. The company has employees across 1 continents, including North America.

What is Sherr Financial Associates (SFA)'s phone number?

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You can contact Sherr Financial Associates (SFA)'s main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Sherr Financial Associates (SFA)'s official website and social media links?

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Sherr Financial Associates (SFA)'s official website is sherrfinancial.com and has social profiles on LinkedIn.

What is Sherr Financial Associates (SFA)'s NAICS code?

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Sherr Financial Associates (SFA)'s NAICS code is 52 - Finance and Insurance.

How many employees does Sherr Financial Associates (SFA) have currently?

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As of May 2026, Sherr Financial Associates (SFA) has approximately 8 employees across 1 continents, including North America. Key team members include Founder, Managing Partner: R. S.Marketing Manager: P. E.Financial Representative: D. S.. Explore Sherr Financial Associates (SFA)'s employee directory with LeadIQ.

What industry does Sherr Financial Associates (SFA) belong to?

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Sherr Financial Associates (SFA) operates in the Financial Services industry.

What technology does Sherr Financial Associates (SFA) use?

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Sherr Financial Associates (SFA)'s tech stack includes Open GraphCookieYesCodeMirrorGoogle MapsBootstrapGoogle AnalyticsDigitalOcean Web HostingNginx.

What is Sherr Financial Associates (SFA)'s email format?

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Sherr Financial Associates (SFA)'s email format typically follows the pattern of FLast@sherrfinancial.com. Find more Sherr Financial Associates (SFA) email formats with LeadIQ.

When was Sherr Financial Associates (SFA) founded?

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Sherr Financial Associates (SFA) was founded in 1979.

Sherr Financial Associates (SFA)

Financial ServicesMassachusetts, United States2-10 Employees

Sherr Financial Associates (SFA) is an independent financial services firm offering experience and sound financial knowledge. Since 1979, we've helped businesses, individuals, and families achieve their financial goals.

Our priority is delivering exceptional service and results. We understand that every client's needs are unique, and we work closely with you to develop personalized strategies that align with your objectives. Our team of experienced money managers is dedicated to helping you reach your investment goals.

As an independent firm, we're not tied to any specific investments or products. This allows us to maintain objectivity and focus on what's best for you.

We strive to earn your trust and confidence. Your financial well-being is at the heart of everything we do.

Securities and advisory services offered through Commonwealth Financial Network®, member www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network®.

Sherr Financial Associates, 100 Conifer Hill Drive, Suite 409, Danvers, MA 01923, (781) 598-9309
 
The Financial Advisor(s) associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA’s BrokerCheck for a list of current registrations. 
 
Review our Terms of Use: www.commonwealth.com/termsofuse.html.

Section iconCompany Overview

Headquarters
100 Conifer Hill Drive Suite 409 Danvers, Massachusetts 01923 United States
Phone number
NAICS Code
52 - Finance and Insurance
Founded
1979
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    Sherr Financial Associates (SFA)'s revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Sherr Financial Associates (SFA)'s revenue is estimated to be in the range of $1M$10M

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