The Kerr Investment Group of Janney Montgomery Scott LLC is a father son 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.
The Kerr Investment Group's mission is to serve the needs of individual clients and small businesses. As financial advisors, we are committed to providing timely and objective financial advice, regular performance reviews, prompt and personal attention, and most importantly, customized financial plans and strategies that reflect the needs of each investor’s unique situation. With the right approach, you won’t have to compromise today’s lifestyle or tomorrow’s comfort.
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.
As Financial Advisors, we are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.