3 Best Financial Services in Fresno, CA

“Johnathan Jasper Norton is a Licensed Financial Representative at Primerica who helps people in Fresno and nearby areas manage their money and plan for the future. His goal is to support individuals and families in reaching their financial and life goals by creating plans that are customized to their specific needs. He focuses on making sure his clients feel confident while also providing real value through his services. He emphasizes good customer service, treating everyone with respect, honesty, and care. He can assist with different financial needs, such as Investment, Life Insurance, Mortgage Loans, General Financial Planning. He also offers Financial Needs Analysis (FNA), which is a detailed review of your financial situation. Based on this, he creates a personalized plan that may include Protecting your Income, Planning for Retirement, Managing or Reducing Debt, Saving for your children’s education”

“Linker Financial Group, Inc. has over 23 years of industry experience. They use their heritage of excellence to provide world-class service and cutting-edge strategies. The mission at Linker Financial Group, Inc. is to provide their clients with exceptional financial planning services that help them pursue their long-term goals. They are committed to delivering personalized, client-centered strategies that reflect their clients' unique needs, values, and aspirations. They are a team of experienced professionals who endeavor to help individuals and businesses build, protect, and transfer their wealth. They strive to empower their clients to make informed decisions about their finances so they can enjoy financial security at every stage of lives. When it comes to finances, they know that everyone is different. Whether you're just starting with financial planning and a working professional, pre-retiree, or retiree, they have the resources and expertise to help you meet your goals. They make a tailor-made strategy to help fulfill your goals after diligently assessing your long and short-term objectives, risk tolerance, and protection needs. They build long-lasting relationships with their clients based on trust, integrity, and a deep understanding of their financial situations.”

“Kerr Wealth Management is an esteemed registered investment advisor that operates on a fee-only basis. Andrew Kerr is the founder of Kerr Wealth Management. Their team comprises Certified Financial Planners (CFP), Accountants, and Retirement plan consultants who bring their expertise to Investments, Financial Planning and Advising. One of their key offerings is comprehensive financial checkups, designed to assess your current financial status and develop an updated roadmap for your future. Their skilled advisors work together to help clients devise personalized Financial Plans, encompassing various aspects of their economic life and aligning portfolios with their goals. With a range of fee-only services, such as Customized portfolio design, Business advisory, and Financial coaching, Kerr Wealth Management is dedicated to delivering holistic financial solutions.”