• Services

    From fiscal planning to 401k's to funding your children's college expenses, Kerr Financial Group can help you make the most beneficial decisions towards your financial future. We seek long-term relationships with our clients and strive to deepen our contact with them.

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  • Strategy/Approach

    Kerr Financial Group offers a boutique approach to helping both retail and institutional investors achieve their financial goals. We thoroughly analyze the capital markets and individual securities seeking to construct portfolios that meet clients' personalized needs.

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  • Testimonials

    "As a lawyer, I am faced with a very demanding schedule which does not leave much time for financial planning. Jeffrey Kerr has been a major help in assisting me and my family in our investment needs. In addition to my personal finances, Jeff also helps manage my employees' retirement accounts.

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