Services

From fiscal planning to 401ks 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. Along with an established relationship, we do our best to provide high quality ideas, objectives, trusted advice and sound judgment as well as pristine execution. In addition to our never-ending journey towards improvement, we pride ourselves in being open and honest with communication. We take the time to understand every financial aspiration the client has and work together to accomplish those objectives.

 

Products and Services Offered:

  • Stocks
  • Options
  • Bonds (Corporate, Municipal, etc.)
  • Mutual Funds
  • Certificates of Deposit
  • Annuities
  • ETFs
  • Closed-End Funds
  • Foreign Securities/ADRs
  • Long-term Care Insurance
  • Life Insurance
  • Term Insurance
  • Estate/Trust Planning
  • Tax Planning
  • IRA – New and Rollovers
  • Roth IRA
  • 401K, 403b, Simple IRAs