KERR WEALTH MANAGEMENT

Reviews

• TA

  Teresa Apilado

  May 29, 2020
  5.0
  We started working with Andrew and his team a few years ago. They are second to none and I am one of those people who can find something to complain about. Being a small business we are always trying to maximize our dollars and income fluctuations make things difficult from time to time. We were abruptly put out of work and forced to close down due to COVID-19. Immediately and I mean immediately Andrew, Mike, Keri and Sam took care of everything for us. Cutting our insurance rates with the same and better coverage in a couple of cases. Andrew and Mike Immediately helped us navigate how to get income when we had none. Andrew spent countless hours at 8 pm going over all the SBA, PPP options available. As soon as the loans came in Sam, went to work documenting every penny and advising us how the funds were to be used and wow, it was almost as if we were just an audience watching them keep us afloat. The services this company provides far reaches any investment firm we have been with in the past. Working with Andrew is so easy, investing and retirement is such a tedious job, keeping you on track then there are all the issues factoring in the IRS, being compliant not top heavy etc. he makes it simple. Thank you Andrew and your entire team.
• JN

  Josiah Norville

  Feb 1, 2020
  5.0
  Kerr Wealth Management has been one of the best decisions I've ever made when it came to my financial management. I do not have much money at all and they've given me a great plan and breakdown of how to achieve my goals. I met with other financial experts and they were overpriced or uneducated. Also, I felt like they really made me feel welcome as a person that is very uncomfortable handling different financial situations. I hope to keep them as my financial managers for the rest of my life.
• TR

  Tightrope Recording

  May 24, 2019
  5.0
  Unbelievable service, Andrew is always available for my phone call at anytime. I feel at ease knowing that his team is always there for me whenever I need. This is the best recommendation that I could ever make, we are beyond happy.
• VG

  Victoria’s Care Homes (Joseph Gitti)

  Nov 8, 2018
  5.0
  Andrew is very knowledgeable and always strives to work hard for his clients. He always has time to sit and discuss my portfolio every time I’ve popped in even without an appointment. I recommend Blosser Harrison and Andrew for all your Wealth Management needs.
• SS

  Sushil

  May 3, 2018
  5.0
  I am very happy with this company and would recommend anyone seeking financial advise to come here.

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