KERR WEALTH MANAGEMENT
2507 West Shaw Avenue, Fresno, CA 93711 DIRECTIONS
Since 2014
Here’s The Deal:
Kerr Wealth Management is a fee-only registered investment advisor staffed with Certified Financial Planners (CFP), accountants and retirement plan consultants. They specialize in investments, financial planning, and financial advice. They pride themselves on offering financial checkups designed to capture your current status and create an updated roadmap for your future. At Kerr Wealth Management, they provide more than just investment advice. Their advisors will help you design a personalized financial plan to help you address many aspects of your economic life and line up your portfolio with your goals.
SPECIALTY:
Financial Planning, Investment Management, 401(K) & Retirement Plans & SEP IRA Plans
TBR® Inspection Report:
LINKER FINANCIAL GROUP, INC
7575 North Cedar Avenue, Suite 102, Fresno, CA 93720 DIRECTIONS
Since 1999
Here’s The Deal:
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 financial life. At Linker Financial Group Inc., they endeavor to help individuals and businesses build, protect, and preserve 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.
SPECIALTY:
Estate Strategy, Retirement, Financial, Insurance, Tax and Investment Planning, Investment Portfolio, Social Security, and Personal Savings, Variable Annuity, Stocks, Short-Term Objectives, Risk Tolerance & Protection Needs
TBR® Inspection Report:
FORD FINANCIAL GROUP
5260 North Palm Avenue, Suite 221, Fresno, CA 93704 DIRECTIONS
Since 1992
Here’s The Deal:
Ford Financial Group was founded in 1992 and educated its customers on the importance of saving and empowering them to take charge of their finances. The firm works with you to create a personalized roadmap designed to manage you through life’s milestones. Their mission is to improve their clients’ lives by helping them organize, manage and monitor their financial affairs. They want to help you develop, implement, and monitor a strategy that’s designed to address your situation. They have grown from a practice that focused on women to families. They are committed to making their clients’ lives easier by providing the comprehensive financial guidance, all with a friendly environment. Ford Financial Group also serves in Carmel.
SPECIALTY:
Education, Tax, Financial, Estate, Retirement, Income and Investment Planning, Asset Allocation, Investment Portfolio, Money and Risk Management, Wealth Preservation and Management, Life & Long Term Care Insurance