History
Over the course of our advising careers, we have developed a client service philosophy that focuses on fostering highly personal and attentive relationships while providing customized, objective services. We believe the key to financial success lies in comprehensive financial planning, and, utilizing a consultative approach, we work to help clients accumulate, grow, maintain, and transfer their wealth.
Specialties
The Kerr Investment Group of Janney Montgomery Scott LLC is a wealth management team focusing on retirement income planning, risk and tax management strategies located in Blue Bell, Pennsylvania. As advisors, we closely listen and understand each of our client's unique situations before developing a tailored financial plan. Our process continues with ongoing monitoring and timely advice through all market cycles.