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KERR WEALTH MANAGEMENT
Fee-only financial guidance with personal, proactive service in Fresno.
5
Lawyer
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Fee-only financial guidance with personal, proactive service in Fresno.
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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Customized strategies for retirement, investments, and wealth growth tailored to your unique goals.
Expert guidance on payroll, bookkeeping, and financial management to optimize your business operations.
Clear, straightforward planning and support for employee retirement benefits and future security.
Transparent, unbiased advice without selling investment products, focusing on your best interests.
Comprehensive insurance planning to protect your assets and provide peace of mind.
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Overall rating
Kelly Taylor
There are not enough words to describe how exceptional this company is! We’ve been clients for several years and have watched them grow. Even with increased clientele you are still able to call or text and get a response almost immediately! They’ve helped my husband and I increase our financial knowledge and plan for our retirement. They do everything here… tax planning and preparation, 401k and pension, retirement, insurance- the list goes on and on! Everyone in the office is educated and friendly. It’s a great place to invest in your future! We’ve referred several people and will continue to do so because we believe in what they do and what they stand for.
a a
I have been working with Andrew for years and couldn’t be happier. I referred friends and family. Customizable solutions for anyone building wealth and readying for retirement!
dmitris de la cruz
They are always available to help with any problem Quick to respond. Friendly staff
Michael Tedaldi
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!
Teresa Apilado
We started working with Andrew and his team a few years ago. They are second to none and I am one of those people who can find something to complain about. Being a small business we are always trying to maximize our dollars and income fluctuations make things difficult from time to time. We were abruptly put out of work and forced to close down due to COVID-19. Immediately and I mean immediately Andrew, Mike, Keri and Sam took care of everything for us. Cutting our insurance rates with the same and better coverage in a couple of cases. Andrew and Mike Immediately helped us navigate how to get income when we had none. Andrew spent countless hours at 8 pm going over all the SBA, PPP options available. As soon as the loans came in Sam, went to work documenting every penny and advising us how the funds were to be used and wow, it was almost as if we were just an audience watching them keep us afloat. The services this company provides far reaches any investment firm we have been with in the past. Working with Andrew is so easy, investing and retirement is such a tedious job, keeping you on track then there are all the issues factoring in the IRS, being compliant not top heavy etc. he makes it simple. Thank you Andrew and your entire team.
Tasha Gray
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!
