3 Best Financial Services in Fresno, CA

“Kerr Wealth Management is an esteemed registered investment advisor that operates on a fee-only basis. Andrew Kerr is the founder of Kerr Wealth Management. Their team comprises Certified Financial Planners (CFP), accountants, and retirement plan consultants who bring their expertise to investments, financial planning, and financial advice. One of their key offerings is comprehensive financial checkups, designed to assess your current financial status and develop an updated roadmap for your future. 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. With a range of fee-only services, such as customized portfolio design, business advisory, and financial coaching, Kerr Wealth Management is dedicated to delivering holistic financial solutions.”

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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. 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, and other investment products. 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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“Johnathan Jasper Norton is a Licensed Financial Representative with Primerica. He wanted to help his neighbors and the residents of Fresno and the surrounding communities with their financial and life goals with a personalized investment strategy. His highest priority is to create value and peace of mind for his clients. He prides himself on providing excellent customer service to each person who walks through my office doors. Johnathan Jasper Norton strives to treat each customer the way he wants to be treated, with respect and integrity. Whether you are interested in financial products, investment services, term life insurance, or a mortgage loan, he can help find the financial solutions that meet your needs. Let him assist you by conducting a Financial Needs Analysis (FNA) to create a customized and comprehensive strategy for your financial security, including income protection, retirement protection, debt solutions, and education funding for your children’s educational expenses.”

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