Sherr Financial Associates

Overview

Sherr Financial Associates is a Massachusetts-based sole proprietorship that operates primarily as a broker-dealer representative and insurance broker while offering financial planning services. The firm is owned and run by an individual and uses a mix of hourly charges, fixed fees and commission-based compensation, indicating a hybrid service model that blends fee-for-service planning with transaction-based product sales. It is classified as an unclassified advisory entity and does not position itself as a capital allocator or a multi-state advisory platform. The firm does not identify as an active ESG investor and does not list pension consulting or related-adviser activities.

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Location & Offices