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Define / Implement / Achieve

You've always known the importance of looking ahead, especially when it comes to your finances. But how do you make sense of the abundance of options and information that are available? Do they apply differently to you, your family or your business?

That's where we at Kerr Financial Services offer our greatest value to clients. Our job is to provide thorough and compassionate service, guiding you through the pros and cons of each recommended strategy. We advise you on the best financial solutions, insurance providers, benefit packages and programs to meet your specific needs. Let Kerr Financial Services assist you in building and protecting your future. 

Kerr Financial Services offers FREE consultations to help ease your mind and provide you confidence in securing a range of financial protection for individuals, families and businesses.

Use our Web site as a resource.  We have compiled some great articles and newsletters to help inform you about many financial topics. Do not hesitate to contact us for additional information or to schedule a meeting. Thank you for your interest.

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Joseph Kerr is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of NY, and TX. No insurance business may be conducted outside the states referenced.

Joseph Kerr is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 6200 Bridge Point Pkwy Ste 300, Austin, TX, 78730, 512-845-5319. In this regard, this communication is strictly intended for individuals residing in the state of Texas. No offers may be made or accepted from any resident outside the specific state referenced.

Joseph Kerr is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the state of Texas. As such, these services are strictly intended for individuals residing in the state referenced.

Joseph Kerr is a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company.

KERR FINANCIAL SERVICES LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.​

Neither KERR FINANCIAL SERVICES LLC nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​