Here’s The Deal: Kerr Wealth Management is a registered investment advisor in Fresno, CA. They offer investment management and financial planning to small business owners and families. Andrew T. Kerr is the firm's founder and fee-only financial advisor, boasting extensive finance experience. They are an independent investment advisory firm with Accredited Wealth Managers and Certified Investment Management Analysts. Their advisors will help you design a personalized financial plan to address many aspects of your economic life and align your portfolio with your goals. 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. They utilize an actively managed approach for portfolio management and possess a deep understanding of various financial products such as stocks, bonds, and cryptocurrency. Their team of financial advisors creates customized financial plans to meet each client's unique needs and goals.
UNIQUE FACTS:
• Transparent Pricing
• Straight Forward Investing.
3 Best Financial Services in Fresno, CA
Expert recommended Top 3 Financial Services in Fresno, California. All of our financial services actually undergo a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!
TOP 3 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.
I had been looking for a financial planner for several years until I met Andrew. Finally, my search is over! Andrew has come up with a plan for my personal finances and is helping me with my small business. Him and his team are knowledgeable, friendly and professional. They provide awesome customer service at a much better price that I had previously for payroll, bookkeeping and insurance. I’m extremely happy with Kerr Wealth Management.
Andrew is very knowledgeable and always strives to work hard for his clients. He always has time to sit and discuss my portfolio every time I’ve popped in even without an appointment. I recommend Blosser Harrison and Andrew for all your Wealth Management needs.
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These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.
Here’s The Deal: Soutas Financial & Insurance Solutions Inc. is an independent financial services firm that helps individuals create retirement strategies by tailoring their needs and objectives using various investment and insurance products. Dale Soutas is the president of the firm. The team of experienced financial advisors and consultants is dedicated to helping individuals and businesses achieve their financial goals. As a leading investment advisor in Fresno, CA, they understand that every client is unique. They take a personalized approach to financial planning. Their team of skilled financial consultants will work with you to understand your goals and help you develop a comprehensive financial plan that meets your needs. Their financial advisor services are designed to help you make informed investment decisions. They provide expert advice on many investment products, including stocks, bonds, mutual funds, etc. They also offer ongoing investment management services to help you stay on track and achieve your investment goals. They will work with you to develop a customized financial plan that meets your unique needs and enables you to achieve your goals. Contact them today to schedule a consultation and take the first step toward achieving your financial goals.
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Fri: 8am - 12pm
Sat & Sun: Closed
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TOP 3 SOUTAS FINANCIAL & INSURANCE SOLUTIONS INC. REVIEWS
Dale has been a tremendous asset to me and our family. He has provided guidance in helping us decide what is the best financial decision we can make by helping us to understand all the options before we make any decision. He explains all the various opportunities which includes tax ramifications, long term growth, we always know safety of the investment is paramount in his recommendations, that is called peace of mind, and you just can't beat that. There is a wide range of ages in our family and Dale makes the adjustment for each of us, nothing is the same because each of us have different goals and plans. In addition my parents are retired and he has not only helped them get the right plans for their senior life style but is available to me and my siblings in helping us make difficult life changing decisions when it comes to what is best for mom and dad. Dale is always there for us, you can't beat the service and care he provides.
We were very fortunate to have Dale and his group recommended to us. With his knowledge we were able do what was needed for our family. We greatly appreciate him and his staff! Again a heartfelt thank you to Dale, Kathia, and Amelia. Without their expertise we would have been totally lost. We have and do highly recommend Soutas Financial.
As I have worked with Dale, I have been impressed with the personable, yet professional, approach to my needs. He has been straight forward in answers and recommendations. He continues with followups without pressuring. I will continue in working my financial needs with His Office.
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These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.
![Linker Financial Group, Inc Fresno Financial Services Linker Financial Group, Inc Fresno Financial Services](https://threebestrated.com/images/LinkerFinancialGroupInc-Fresno-CA.jpeg)
Here’s The Deal: Linker Financial Group Inc. is one of the leading financial planners in Fresno, CA. With 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 and objectives. 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 their lives. When it comes to finances, they know that everyone is different. Whether you're just starting with financial planning or a working professional, pre-retiree, or retiree, they have the resources and expertize 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.
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TOP 3 LINKER FINANCIAL GROUP, INC REVIEWS
When my mother was unable to take care of herself because of Alzheimer's disease we needed help to pay for her needs. We hired Linker Financial for help with her Medi-Cal application and it was the best thing we did. Everyone at Linker was polite and helpful and they all seem to be caring people. Mom passed away last month and they have continued to help through the extensive process. Thank you so much for all the help and support.
Linker Financial is an excellent company filled with knowledgeable experts. They know Medi-Cal inside and out and have been very helpful for my family.
Tiffany, thank you for all your help getting my mom, Marylin on medical. What a blessing for her not to worry about health bills.
Help others: Click Here to send review or send us your review to reviews@threebestrated.com. Negative and positive review will be used for rating. Make a difference.
The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.