Sherer Group LLC

Services Offered

• 1031 Exchanges
• Alternative Investments
• Real Estate
• Conservation Easement Options
• Oil & Gas Drilling Programs
• Deferred Sales Trusts
• Non-Traded REITs
• Business Development Corporations (BDCs)
• Variable Annuities
• Brokerage Accounts
• Mutual Funds
• Traditional IRA
• Roth IRA
• SEP IRA
• Simple IRA
• Government Securities
• Private Equity
• Limited Partners
• Separate Managed Accounts

About

Sherer Group is a financial planning firm based in Los Gatos, California, offering a wide range of financial services to help clients achieve their financial goals. The firm specializes in investment strategies including 1031 exchanges, alternative investments, and various retirement accounts such as Traditional IRA and Roth IRA. They also provide services related to real estate, private equity, and non-traded REITs. Sherer Group serves individuals and businesses looking for comprehensive financial planning and investment management solutions.

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