Delivering financial advice has changed, and at Kerr Companies, we are leading the charge locally in Fresno, CA. With a results driven culture our team is helping advisors, employees and customers grow—with no hidden agendas, no friction and a happening place to be. By placing values and a fiduciary mindset first we are void bulky fees, endless meetings or the good old boys club. Our suite of solutions solve a multitude of complex issues from wealth management, tax, accounting and risk management with our dynamic team approach.
A dynamic approach and
freedom to do what's best for clients, advisors and employees.
Tired of the old way?
Keep thinking you need a better solution?
Wealth management, tax, accounting and risk management insurance.
Simple solutions for complex problems.
Support Local
Increase Growth
Reduce Vendors
Save Money
Experience True Freedom
Planning and advice
From personal financial planning, retirement plans to accounting and payroll we can help you and your business with many financial goals. More than anyone, business owners need a sound approach, integrating their personal goals while building a bullet proof business. is where we start.
Straightforward pricing
With a fee-based approach our team of advisors provide straight forward advice!
Strong customer service
We treat our customers, advisors and staff like family with quick personal service, local support and accountability.
Integrating your solutions helps us develop a straightforward approach.
Financial Advisory
Fee-Only financial advisory services. Services include comprehensive financial plans, retirement planning and investment management for professionals, affluent, business owners and 401(k) plan participants.
Accounting Services
Individual and corporate tax returns, full service payroll, payroll tax, 401(k) tax returns (5500 filings), retirement plan administration, bookkeeping and financial reporting. Our Fresno, CA accountants use a straightforward approach sure to reduce costs and enhance your productivity. Together with our advisory team we can help reduce costs, and help you grow your business.
Risk Management
Reducing risk is important when you run a business. Having the right commercial insurance broker is key. Kerr Insurance Brokers provides access to over 125 commercial insurance carriers and specializes in workers compensation, business owner policies, general liability, fleet (commercial auto), professional liability and much more. Spanning across 35 industries the insurance brokers at Kerr offer 25 years of collective experience.
Give yourself and your employees a delightful experience.
FIVE STAR RATED
From google to yelp our company is five star rated. We think it has something to do with our great customer service and effectiveness. Our clients are our family, without them, we have no business. Do you think the big national providers and internet companies have your best interest in mind? Unless you enjoy working with an 800 number, you might just find the Kerr way to be a delightful local experience...
Fast on-boarding
Your business and employees can be setup in minutes.
Advice, not a constant sales pitch
You need a support team, not a constant salesman. The Kerr Companies platform educates, creates real value and solve problems with real solutions.
Full service
From tax returns, payroll taxes, investment management and insurance reporting to your regulatory filings, the team at Kerr Companies in Fresno, CA operate with your best interest in mind. Trained professionals in various finance, accounting and insurance specialties make us your comprehensive powerhouse.
Real customer support
As a local company in Fresno, CA many of our customers rely on a personal relationship. We extend our 5 star service track record to you. Check out our google reviews.
Multi-service discounts
Combine workers compensation with payroll and eliminate broker fees, setup fees and get other discounts on your payroll services.
Employer and Business Owner Solutions
Integrated business solutions for your small business.
-
Business planning.
-
Business developement.
-
Full-service payroll.
-
High-level and affordable bookkeeping.
-
Retirement plans (401(k), SIMPLE IRA, SEP IRA)
-
Payroll Tax Services.
-
Business Insurance.
-
Workers Compnesation.
-
Employee Benefits.
Individual Solutions
Holistic Wealth Management Solutions
-
Personalized financial planning.
-
Tax minimization planning.
-
Retirement planning.
-
Investment portfolio management.
-
Cash flow planning.
-
Insurance planning.
-
Social security optimization.
-
and more.
Contact
Us
Our Address
2507 W. Shaw Ave., Suite 109
Fresno, CA 93711
Our Phone No.
559-405-9705