Founded in 1999 by Fred Sherr, Sherr Financial Associates is an independent financial services firm dedicated to helping individuals and businesses achieve their financial goals. The firm focuses on developing comprehensive and cohesive financial strategies tailored to each client's unique needs. Their services include investment management, retirement planning, estate conservation, and insurance solutions, all delivered with an emphasis on building long-term, trusted relationships. The firm's advisors are affiliated with Kestra Investment Services, LLC and Kestra Advisory Services, LLC.

Founded in

United States