KERR WEALTH MANAGEMENT

Reviews

• AA

  a a

  Feb 20, 2022
  5.0
  I have been working with Andrew for years and couldn’t be happier. I referred friends and family. Customizable solutions for anyone building wealth and readying for retirement!
• 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.
• PS

  Paul Spraetz

  Feb 11, 2020
  5.0
  If you are in need of a honest and hardworking team to manage your portfolio this is your choice . Andrew and his team far exceed our expectations daily to help us manage the crazy road of money management!
• KV

  Keith Vazquez

  Mar 22, 2019
  5.0
  to bad im broke this place is cool
• RM

  Robert McVicar

  Jun 23, 2017
  5.0
  Excellent customer service. They really make wealth management for somebody like me, easy to understand and accomplish. I'm very grateful for Andrew and all the staff.