Services Offered
Personal Financial Planning
Customized strategies for retirement, investments, and wealth growth tailored to your unique goals.
Small Business Consulting
Expert guidance on payroll, bookkeeping, and financial management to optimize your business operations.
Retirement Benefit Education
Clear, straightforward planning and support for employee retirement benefits and future security.
Fee-Only Financial Advice
Transparent, unbiased advice without selling investment products, focusing on your best interests.
Insurance Solutions
Comprehensive insurance planning to protect your assets and provide peace of mind.
Reviews
5(5 reviews)
Rating Distribution
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Michael Tedaldi
via Google
about 4 years ago
Kerr Wealth Management has revolutionized my finances. They are top of the line when it comes to helping you increase your financial IQ and for delivering top tier customer service. Anytime I have a question or want to talk, I simply pick up the phone and call or text and get a response in under a minute. Andrew and his team are phenomenal at what they do and an absolute pleasure to do business with. Kerr Wealth Management will be one of the smartest decisions you ever make if your goal is financial freedom and independence!
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Tasha Grayvia Google
about 6 years ago
I had been looking for a financial planner for several years until I met Andrew. Finally, my search is over! Andrew has come up with a plan for my personal finances and is helping me with my small business. Him and his team are knowledgeable, friendly and professional. They provide awesome customer service at a much better price that I had previously for payroll, bookkeeping and insurance. I’m extremely happy with Kerr Wealth Management!
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Sabrinavia Google
almost 8 years ago
Choosing a financial advisement firm is a stressful endeavor. You want someone you can whole-heartedly trust, is passionate about what they do and an expert in their field. Not all firms are created equal and I learned that while going through my own process of hiring a firm for my own office. Luckily, I was referred to Andrew by a friend and business owner. Andrew has been nothing short of amazing to work with. He is professional, responsive and just absolutely cares about the work he is doing! My staff feel very comfortable calling his office for any questions they have regarding their retirement benefits and enjoy his visits when he comes in for education or paperwork. Overall, we are happy with Andrew's services and are grateful to have his team to work with!
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Susan Otisvia Google
almost 8 years ago
I am very excited to work with Andrew and his team. From the moment you walk in, you are greeted warmly and treated like family. Andrew has used his expertise to guide me in my current situation, but more importantly has provided me with a clear roadmap to a prosperous financial future. I now have a sense of confidence and know that I have been given a thoughtful and thorough evaluation. With Andrew’s knowledge and advice, I can secure the future that I didn’t know was possible. If you are looking for a financial planner that will focus on you and not try to sell you anything that you don’t want or need, please give him a try. I am grateful that I did.
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nahrin davoodivia Google
almost 8 years ago
Andrew has helped me uncover fees I didn't know I was paying with Wells Fargo Bank. Andrew taught us the value in fee only finacial advice and we are so thankful for making the move. Andrew has also helped us make financial planning straight forward and now we have a solid understanding of what we need for our future. He is easy to work with and will not sell you investment products. So thankful for you Andrew and The Blosser Harrison team.
