Kerr Financial Group is a Binghamton-based financial advisory firm that specializes in helping clients manage their assets to achieve their financial goals. With a focus on active investment strategies, they thoroughly analyze the capital markets and individual securities to construct personalized portfolios. Their approach prioritizes minimizing losses and capital preservation, believing that the key to making money is not losing it. Kerr Financial Group researches global markets for investment opportunities, with a particular emphasis on small- and mid-cap markets where pricing inefficiencies are more prevalent.
Kerr Financial Group works in collaboration with Kildare Asset Management, a registered investment advisor, to provide fee-based advisory services. Founded in 2007, Kildare Asset Management charges a percentage of the investment assets managed and works closely with Kerr Financial Group to deliver comprehensive financial planning solutions. Together, they offer clients a range of services including annuities, bonds, certificates of deposit, life insurance, mutual funds, and stocks, all tailored to meet individual investment needs and objectives.
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