Kerr Wealth Management

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7255 N 1st St Ste 101
Fresno, CA 93720
+1 (559) 277-4772
http://www.kerrwealth.com

Kerr Wealth Management is a fee-only Registered Investment Advisor (RIA) located in Fresno, CA. Their team of experienced financial advisors provides comprehensive wealth management services, including financial planning and investment management, to a diverse group of clients, including small business owners, physicians, CEOs, farmers, teachers, nurses, and retirees. With a focus on transparency and client-centered approach, Kerr Wealth Management helps individuals and businesses invest in their future, reduce taxes, save money, and retire with confidence.

By starting with the client's needs and goals, Kerr Wealth Management designs tailored financial plans and manages investment portfolios using a straightforward and simple approach. As fee-only financial advisors, they disclose their fees upfront, ensuring transparency and minimizing conflicts of interest. With a team of Accredited Wealth Managers and Certified Investment Management Analysts, Kerr Wealth Management offers expertise in various financial markets and products, providing clients with the guidance and support they need to achieve financial independence and success.

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United States›California›Fresno›Kerr Wealth Management