Kerr Financial Group

Kerr Financial is a fee-only personal wealth management services firm bringing together tax advice, investment management and estate planning, all from the same team of financial professionals. Founded as a family firm in 1979, the values with which we were established still hold true today to treat you, our client, as though you were a member of our family, to understand your concerns and values and to support you in an atmosphere of caring and trust. We want to be with you through the milestones of your life, working within your family and across generations to help you maximize your...

Integrated investment management,holdco accounting / corporate tax,financial planning / wealth preservation,estate planning and trust formation,family office services,philanthropy and charitable giving,personal tax preparation,and investment

Kerr financial group operates in the Financial services industry.

Kerr financial group's revenue is 11m - 100m

Kerr financial group has 11 - 50 employees.