Kerr Wealth Management is an esteemed registered investment advisor that operates fee-only. Their team comprises Certified Financial Planners (CFP), accountants, and retirement plan consultants who bring their expertise to investments, financial planning, and financial advice. One of their key offerings is comprehensive financial checkups, meticulously designed to assess your current financial status and develop an updated roadmap for your future. In addition, Kerr Wealth Management goes beyond mere investment advice, employing a collaborative team approach to managing client portfolios. 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.
Best Financial Services in Fresno
Handpicked Top 3 Financial Services in Fresno, California. All of our financial services actually face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence.
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KERR WEALTH MANAGEMENT REVIEWS
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.
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.
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!
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Linker Financial Group Inc. takes a multi-tiered approach to financial planning, starting with a financial inventory. Their professionals have years of experience in financial services. Their financial advisors specialize in integrating every area of your economic life. At Linker Financial Group Inc., they endeavor to help individuals and businesses build, protect, and preserve their wealth. At Linker Financial Group Inc., they attempt to help individuals and companies create, save, and keep their wealth. LFG draws on its excellence to give world-class service and cutting-edge strategies. 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.
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LINKER FINANCIAL GROUP, INC REVIEWS
Linker Financial Group helped my mother in 2010 and the help they provided was truly a life saver. I was referred to them because my mother had fell and broke her hip and was at a local hospital but needed to be transferred to a long term care facility. I spoke with both Ray Linker and Garrett Linker and they were both very professional and genuine. They explained to me how they could help my mother and they quoted a fee to get the work done. I was in a financial hardship and was unable to pay the fee and was going to try and get the work done myself but they told me it would not be problem and did the work pro-bono. The entire staff from Ray Linker to the case manager were all so nice and helpful with me and I can not say enough good things about that group. They assisted in placing my mom into long term care and made sure the nursing home and my family were always kept in the loop regarding the benefit process. I would recommend them to anyone who has a loved one that may need long term care and are unsure about how to pay for it.
The entire staff from Ray Linker to the case manager were all so nice and helpful with me and I can not say enough good things about that group. They assisted in placing my mom into long term care and made sure the nursing home and my family were always kept in the loop regarding the benefits process. I would recommend them to anyone who has a loved one that may need long term care and are unsure about how to pay for it.
Tiffany, thank you for all your help getting my mom, Marylin on medical. What a blessing for her not to worry about health bills.
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Whelan Financial, situated in Fresno, stands out as a premier financial services provider. Their team strongly emphasizes education, ensuring a high level of knowledge and service. At Whelan Financial, the team takes a meticulous approach to designing a customized financial plan that aligns with your specific financial goals. The firm's culture promotes quality, continuity, and professional growth, benefiting clients and team members alike. Each advisor at Whelan Financial is required to attain the prestigious Certified Financial Planner® (CFP) designation, recognized as one of the most esteemed certifications in Personal Financial Planning. The firm's mission revolves around bringing peace of mind to its clients, offering a comprehensive understanding of their financial life and a clear path to financial success. With a highly experienced team, Whelan Financial is well-equipped to deliver the highest level of service to its valued clients.
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WHELAN FINANCIAL REVIEWS
I have had my retirement plan and personal assets managed by Whelan Financial since 2006. Previously, I was attempting to manage my investments by myself, but I believe that having this firm manage my assets was the best decision I’ve made. My financial planner in the firm is Vincent Whelan; however, on several occasions, I have also met with other certified financial planners including Portia White, Stephan Detweiler, and Taylor Whelan. For the last 15 years, I have elected to have quarterly in-person meetings with the financial planners and front office staff because everyone is pleasant, friendly, and personable. All advisors in the office are respectful, trustworthy, and highly skilled at what they do. The investment committee, which includes all of the financial planners, meet and decide the funds they want to include or exclude for their clients. The firm meticulously follows the rules and regulations of their clients’ retirement plans. All these years, I have never felt uncomfortable at any time about any recommendations or decisions they make. I feel as if they manage clients’ money as if it’s their own. I’ve been very happy with my return on investments based on my personal risk tolerance. I also appreciate the transparency and thorough explanations with any changes made to the investments.
My experience with Whelan Financial has been second to none. Portia White has been my personal advisor for nearly a decade and has done exceptional work with my portfolio in terms of growth and managing risk. Portia clearly has a passion for her career and does a thorough job relating to me in terms I can understand. She is open to my bringing investment ideas to the table and walks me through all the risks and benefits, guiding me, and supporting me in the decision process. She is always incredibly friendly and professional and I greatly enjoy our interactions together.
Very professional group and impressive facility. Michael Ryan is the consumate professional and knows his stuff. I highly recommend!
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