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 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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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.

Excellent firm. Trustworthy and dependable. Savvy money managers who will help grow your portfolio.

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