3 Best Financial Services in Fresno, CA

“Kerr Wealth Management is a registered investment advisor that offers 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.”

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“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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“Linker Financial Group Inc. has 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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