Our mission is to be leaders in the investment profession by setting the highest standards of ethics, education, and professional excellence. We service investors’ needs and manage according to specific financial goals by seeking out investment opportunities in markets throughout the world.
Kerr Financial Group is an independent firm offering a broad range of investment services to help clients achieve their financial goals. We maintain a disciplined approach to investing with a research-driven foundation. We provide outstanding client service with the highest standards of professional integrity, designed to build enduring relationships of trust and confidence.
Founded in January 2000, Kerr Financial Group was created to assist those looking for financial security in their investments. Since his adolescence, Jeffrey Kerr was accustomed to helping operate the family trucking business, Kerr Motor Lines. Through his experience with managing over 60 employees from 4 different locations in upstate New York, Jeffrey Kerr understands the practice and stress of running a self-made business. After securing his broker’s license in ’96, Mr. Kerr went on to found the company and completed his CFA certification in 2001.
Therefore if you are looking for a cordial financial advisor and a firm with a personal touch, Kerr Financial Group is the right destination to ensure your financial safety and your investments.