KERR WEALTH MANAGEMENT in Fresno

Review №1

2022-02-20 20:24:33

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!

Review №2

2020-02-25 23:24:11

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!

Review №3

2018-04-17 22:16:57

I am very excited to work with Andrew and his team. From the moment you walk in, you are greeted warmly and treated like family. Andrew has used his expertise to guide me in my current situation, but more importantly has provided me with a clear roadmap to a prosperous financial future. I now have a sense of confidence and know that I have been given a thoughtful and thorough evaluation. With Andrew’s knowledge and advice, I can secure the future that I didn’t know was possible.If you are looking for a financial planner that will focus on you and not try to sell you anything that you don’t want or need, please give him a try. I am grateful that I did.

Review №4

2022-03-02 21:36:49

There are not enough words to describe how exceptional this company is! We’ve been clients for several years and have watched them grow. Even with increased clientele you are still able to call or text and get a response almost immediately! They’ve helped my husband and I increase our financial knowledge and plan for our retirement. They do everything here… tax planning and preparation, 401k and pension, retirement, insurance- the list goes on and on! Everyone in the office is educated and friendly. It’s a great place to invest in your future! We’ve referred several people and will continue to do so because we believe in what they do and what they stand for.

Review №5

2018-05-16 23:05:50

Choosing a financial advisement firm is a stressful endeavor. You want someone you can whole-heartedly trust, is passionate about what they do and an expert in their field. Not all firms are created equal and I learned that while going through my own process of hiring a firm for my own office.Luckily, I was referred to Andrew by a friend and business owner. Andrew has been nothing short of amazing to work with. He is professional, responsive and just absolutely cares about the work he is doing! My staff feel very comfortable calling his office for any questions they have regarding their retirement benefits and enjoy his visits when he comes in for education or paperwork. Overall, we are happy with Andrews services and are grateful to have his team to work with!

Review №6

2020-05-29 18:18:56

We started working with Andrew and his team a few years ago. They are second to none and I am one of those people who can find something to complain about. Being a small business we are always trying to maximize our dollars and income fluctuations make things difficult from time to time. We were abruptly put out of work and forced to close down due to COVID-19. Immediately and I mean immediately Andrew, Mike, Keri and Sam took care of everything for us. Cutting our insurance rates with the same and better coverage in a couple of cases. Andrew and Mike Immediately helped us navigate how to get income when we had none. Andrew spent countless hours at 8 pm going over all the SBA, PPP options available. As soon as the loans came in Sam, went to work documenting every penny and advising us how the funds were to be used and wow, it was almost as if we were just an audience watching them keep us afloat. The services this company provides far reaches any investment firm we have been with in the past. Working with Andrew is so easy, investing and retirement is such a tedious job, keeping you on track then there are all the issues factoring in the IRS, being compliant not top heavy etc. he makes it simple. Thank you Andrew and your entire team.

Review №7

2018-11-08 19:49:04

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.

Review №8

2018-04-05 18:09:42

Andrew has helped me uncover fees I didnt know I was paying with Wells Fargo Bank. Andrew taught us the value in fee only finacial advice and we are so thankful for making the move. Andrew has also helped us make financial planning straight forward and now we have a solid understanding of what we need for our future. He is easy to work with and will not sell you investment products. So thankful for you Andrew and The Blosser Harrison team.

Review №9

2020-02-01 21:50:14

Kerr Wealth Management has been one of the best decisions Ive ever made when it came to my financial management. I do not have much money at all and theyve given me a great plan and breakdown of how to achieve my goals. I met with other financial experts and they were overpriced or uneducated. Also, I felt like they really made me feel welcome as a person that is very uncomfortable handling different financial situations. I hope to keep them as my financial managers for the rest of my life.

Review №10

2019-05-24 19:34:48

Unbelievable service, Andrew is always available for my phone call at anytime. I feel at ease knowing that his team is always there for me whenever I need. This is the best recommendation that I could ever make, we are beyond happy.