Sherr Financial Associates Information

Sherr Financial Associates is an independent financial services firm offering experience and sound financial knowledge. Since 1979, SFA has provided sound financial advice to businesses, individuals, and their families to help produce the results needed to pursue your goals. Results and service are our highest priority. At Sherr Financial, we understand that the needs and objectives of each client are unique. We remained focused on those needs by providing custom solutions based on the objectives of each client. We also bring some of the industry's finest money managers to work with you in helping to achieve your investment goals. As an independent financial company, we are not beholden to one brand of investments or products. This is how we retain objectivity and integrity and ensure that the focus remains on what is your best interest. We want to earn your trust and confidence. Your welfare is the center of our work. This communication is strictly intended for individuals residing in the states of CA, CO, CT, FL, GA, IL, MA, MD, ME, MI, MS, NH, NJ, NY, RI, SC, TX, VA, WY. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities offered through Commonwealth Financial Network®, member www.finra.org / www.sipc.org, a Registered Investment Adviser. Advisory services offered through Sherr Financial Associates are separate and unrelated to Commonwealth. Fixed insurance products and services offered through CES Insurance Agency. Review our Terms of Use: www.commonwealth.com/termsofuse.html