Sherer Group LLC

A Hands On Approach to Financial Guidance

Financial planner in Los Gatos, CA (show on map)

2.3

★★☆☆☆

3 reviews

The Sherer Group has been serving clients since the early 1970s providing comprehensive and personal financial services with a hands-on approach.

Call (888) 984-7526

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About

The Sherer Group has been serving clients since the early 1970s and was founded with the goal of assisting clients in every aspect of their financial lives. They provide comprehensive and personal service for each client, striving to help them work towards creating financial independence.

Their staff consists of experienced professionals with a hands-on approach to financial guidance.

Serving clients since the early 1970s

Hands-on approach to financial guidance

Experienced professionals

Comprehensive and personal service

Services

1031 Exchanges

Section 1031 exchange services for deferring capital gains tax on investment property sales.

Like-kind real estate exchange Qualified Intermediary Capital gains deferral

Alternative Investments

Alternative investment products for diversification not available to general public.

Real estate Conservation easements Oil & gas Private equity

Financial Planning

Comprehensive financial planning including retirement, estate, and charitable planning.

Retirement planning Estate planning Wealth management

Insurance Services

Insurance products including disability income, life insurance, and long-term care.

Disability income Life insurance Long term care

Credentials & Certifications

Securities offered through Emerson Equity LLC Member FINRA/SIPC

SEC registered investment advisor

Reviews

Rating

2.3

★★☆☆☆

Reviews

"On-site services"

Frequently Asked Questions

What is a 1031 Exchange? +

Section 1031 of the Internal Revenue Code provides an effective strategy for deferring the capital gains tax that may arise from your business/investment property sale. By exchanging the property for like-kind real estate, property owners may defer their tax and use all of the proceeds for the purchase of replacement property.