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KERR WEALTH MANAGEMENT

Fee-only financial guidance with personal, proactive service in Fresno.

5(16 reviews)
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About

KERR WEALTH MANAGEMENT provides fee-only financial planning and advisory services in Fresno. Clients describe Andrew and his team as knowledgeable, friendly, and highly professional, delivering clear roadmaps to financial security. They assist with personal finances and small-business needs, including payroll, bookkeeping, and insurance, with responsive, top-tier customer service and a client-focused approach.

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Location

7255 N First St #101, Fresno, CA 93720, USA

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Services

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.

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