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3 Best Financial Services in Fresno, CA

Expert recommended 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. You deserve only the best!

KERR WEALTH MANAGEMENT

7255 North First Street, #101, Fresno, CA 93720 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. The financial advisors at Kerr Wealth Management use a team approach to managing client portfolios. Their advisors help their clients design a personalized financial plan to help you address many aspects of your economic life and line up your portfolio with your goals. They offer many fee-only services, from custom portfolio design to business advisory and financial coaching.

SPECIALTY:
Financial Planning, Investment Management, 401(K) & Retirement Plans & SEP IRA Plans

[email protected]

kerrwealth.com

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Mon-Fri: 8:30am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

LINKER FINANCIAL GROUP, INC

7575 North Cedar, #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 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.

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

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[email protected]

linkerfinancial.com

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WHELAN FINANCIAL

7700 North Palm Avenue, Suite 201, Fresno, CA 93711 DIRECTIONS

Since 1988

Here’s The Deal:
Whelan Financial is one of the best financial services located in Fresno. With a team-wide focus on education, they offer a sophisticated level of knowledge and service. The team at Whelan Financial carefully crafts a financial plan tailored to meet your financial goals. Whelan Financial has a strong culture that encourages quality, continuity, and development throughout the firm, benefitting both clients and team members. Each advisor at Whelan Financial must become a Certified Financial Planner® practitioner, which is regarded as one of the highest certifications in Personal Financial Planning. Its mission is to bring peace of mind to its clients by providing context for their financial life and a path to their financial success. Their highly experienced team is equipped to provide the highest level of service to their clients.

SPECIALTY:
Asset Management Overview, Personal Wealth Management, Investment, Financial Planning, Tax Strategies, 401ks & PSPs & Defined Benefit Plans

[email protected]

whelanfinancial.com/about

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Mon-Fri: 8am - 5pm
Sat & Sun: Closed

TBR® Inspection Report: