Daniel Sherr Email & Phone Number

Joined Sherr Financial Associates as a Financial Representative in 2010 after launching a career with Penn Mutual Insurance Company as a Sales Representative after graduating from Merrimack College in May 2009. A major focus of my business is assisting Companies and individuals save more efficiently for retirement. As an independent financial adviser I am able to truly put the client first, having no allegiance to any one company or product.Strictly intended for individuals in AK, CA, CO, CT, FL, GA, IL, MA, MD, ME, MI, MO, MS, NC, NH, NJ, NV, NY, RI, TX, VA, WY. No offers may be made or accepted from any resident outside these states due to various state and registration requirements regarding investment products and services. Securities and advisor services offered through Commonwealth Financial Network, Member www.finra.org/www.sipc.org. a registered investment advisor. Fixed insurance products and services offered by Sherr Financial Associates are separate and unrelated to Commonwealth. Sherr Financial Associates, 100 Conifer Hill Drive suite 409 Danvers Ma 01923 Specialties: Financial RepresentativeRegistered Representative with Commonwealth Financial NetworkLife, Accident and Health and Annuity licensesLong Term Care Specialist, CLTC designation as well as an AIF®Security Licenses: 6,63,7,66Please review our terms of use here. www.commonwealth.com/termsofuse.html

Listed skills include Investments, Maritime, Financial Services, Retirement Planning, and 2 others.

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  Financial Representative

  Sherr Financial Associates

  2010 - Present - Newburyport, Massachusetts, United States

  - Provide comprehensive financial planning for individuals and families.- Design, Implement and maintain corporate retirement plans for small and medium sized companies.