Kerr Wealth Management
Finance · California, United States · 1-10 Employees
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Overview
Headquarters
2507 W Shaw Ave Ste 107, Fresno, Califor...Phone Number
(559) 277-4772Website
www.kerrwealth.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Feb
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Apr
May
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ZI Rank
1
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1
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1
About Kerr Wealth Management
Kerr Wealth Management is a fee-only Registered Investment Advisor based in Fresno, CA, specializing in financial planning, investment management, and retirement planning services. They cater to a diverse clientele, including small business owners, physicians, affluent families, and retirees, providing personalized financial advice that prioritizes clients' best interests. Their services encompass a range of financial solutions, from 401(k) management to tax-efficient investment strategies, all delivered with transparency and a fiduciary commitment. With a team of experienced financial advisors, Kerr Wealth Management aims to simplify the investment process and help clients achieve their financial goals.Explore more
Kerr Wealth Management Org Chart
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Financial Advisor
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Financial Advisor
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
2014
MZ
Mitch ZidesPresident & Senior Independent Fee Wealth Advisor & Only Financial Planner & Portfolio Manager
Company Profile Activity
Activity Insights
Kerr Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.
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Kerr Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Kerr Wealth Management.
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Kerr Wealth Management is a fee-only Registered Investment Advisor based in Fresno, CA, specializing in financial planning, investment management, and retirement planning services. They cater to a diverse clientele, including small business owners, physicians, affluent families, and retirees, providing personalized financial advice that prioritizes... Read More
