Sherr Financial Associates (SFA) Employee Directory

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.

Find Sherr Financial Associates (SFA) employees' phone numbers or email addresses

Sherr Financial Associates (SFA) Global Highlights

Location
Employees

North America
8

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  • United States Of America
    8

Sherr Financial Associates (SFA)'s Leadership

  • Stylized image of a person
    R. S.
    Founder, Managing Partner
    Phone icon
  • Stylized image of a person
    P. E.
    Marketing Manager
    Phone icon
  • Stylized image of a person
    D. S.
    Financial Representative
    Phone icon
  • Stylized image of a person
    A. P. S.
    Financial Representative
    Phone icon
  • Stylized image of a person
    K. M.
    Client Success Coordinator
    Phone icon
  • Stylized image of a person
    J. E.
    Retirement Plan Coordinator
    Phone icon

Contact profiles from Sherr Financial Associates (SFA)

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    R. S.
    Founder, Managing Partner
    Phone icon
    United StatesMassachusetts
    Oct 17, 2025
  • Stylized image of a person
    P. E.
    Marketing Manager
    Phone icon
    Oct 17, 2024
  • Stylized image of a person
    D. S.
    Financial Representative
    Phone icon
    United StatesMassachusetts
    Nov 21, 2025
  • Stylized image of a person
    A. P. S.
    Financial Representative
    Phone icon
    United StatesMassachusetts
    Oct 23, 2025
  • Stylized image of a person
    K. M.
    Client Success Coordinator
    Phone icon
    United StatesMassachusetts
    Nov 12, 2025
  • Stylized image of a person
    J. E.
    Retirement Plan Coordinator
    Phone icon
    United StatesMassachusetts
    Jan 09, 2024

Frequently Asked Questions

What is Sherr Financial Associates (SFA) known for?

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Sherr Financial Associates (SFA) was founded in 1979 operates in the Financial Services industry. The company's main headquarters is located in 100 Conifer Hill Drive, Suite 409; you can contact the main corporate office by phone at . Explore Sherr Financial Associates (SFA)'s company overview page for more information.

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

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Sherr Financial Associates (SFA) employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Sherr Financial Associates (SFA) email formats with LeadIQ.

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

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Sherr Financial Associates (SFA) has approximately 7 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Sherr Financial Associates (SFA)'s key employees and leadership?

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As of December 2025, Sherr Financial Associates (SFA)'s key employees include:

  • Founder, Managing Partner: R. S.
  • Marketing Manager: P. E.
  • Financial Representative: D. S.
  • Financial Representative: A. P. S.
  • Client Success Coordinator: K. M.

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