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About Us

Welcome to the Kerr Companies

The Kerr Companies is an award winning group of financial companies in Fresno, CA. Founded by Andrew T. Kerr in 2008 in Fresno, CA, Kerr has grown to be one of the leading wealth management, insurance brokerage, payroll, retirement plans and tax consulting companies in the the central valley of California.

 

With significant resources our organization employs people from all walks of life with many professional designations and backgrounds ranging from investment advisors, certified investment analysts, certified financial planners, enrolled agents, retirement plan consultants, actuaries and risk managers.

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Since 2008, we've been working together with our clients to find effective solutions to their challenges, and our expert advisors are an integral part of your local business community.

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Our strong values are core to our business culture. Strong ethics, passion and high energy make the foundation of who we are. 

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Meet our Companies

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The best financial planner in Fresno, CA. 2021 and 2023

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Awarded KERR WEALTH MANAGEMENT as The Best Financial Planner in Fresno, California for 2023. An overall quality score exceeding 95% was achieved, making them the top ranked in Fresno, California. Award determined by Quality Business Awards. Kerr Wealth did not pay for this recognition. Read about our award.

Handpicked Top 3 Financial Services in Fresno, California.

 

Best rated completed a rigorous 50-Point inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. Kerr Wealth was awarded the most stars with a score of 112. Ratings were determined by Best Rated.

Ranked 5.0 stars 2023 by Expertise.com for "Best Financial Advisors" in Fresno, CA.

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5-star google reviews! Google reviews provided by clients who have gone through the financial planning process. 

 

Expertise verifies reputable and reliable experts in various industries and has named Kerr Wealth Management as a five star expert in Financial Advisement. Kerr Wealth does not pay expertise for this recognition or reviews.

Let’s Work Together

Get in touch so we can start working together.

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Disclosures  l  Business Insurance l  Advisory  l  Accounting  l  Retirement Plan Administration  l  Benefits

 

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©2020 All Rights Reserved. 

The Kerr Companies

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SEC CRD# 277142

CA DOI# 0J02932

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Payroll services provided by Kerr Payroll Solutions, LLC. Investment advisory services offered through Kerr Financial Planning Corporation DBA: Kerr Wealth Management, A Registered Investment Advisor (RIA). Insurance services offered through Kerr Insurance Brokers, Inc. A licensed commercial insurance brokerage and employee benefits consulting firm. Nothing on this website should be considered advice whether legal, financial or otherwise. This website is not a solicitation or recommendation to purchase a security or investment. The Kerr Companies is the marketing site for other Kerr Company sites. A conflict of interest exist when using more than one of our services because we may be compensated for recommendations. Lower prices for our services may be available.

 

For more about our specific services please visit our other company sites:

Wealth Management: www.kerrwealth.com  l  Insurance: www.inskerr.com  l  Payroll: www.kerrpayroll.com  l  Retirement Plans: www.kerrpayroll.com  l  Tax: www.kerrtaxadvisors.com

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