Financial Advisor


These testimonials may not be representative of the experience of other customers,and do not guarantee future performance or success.

“As a lawyer, I am faced with a very demanding schedule which does not leave much time for financial planning. Jeffrey Kerr has been a major help in assisting me and my family in our investment needs. In addition to my personal finances, Jeff also helps manage my employees’ retirement accounts. With his extensive knowledge of the market and economic news, Jeff makes sure I am always up to date with my investment information. His communication skills are second to none and it leaves me certain that my money is in safe hands. The team at Kerr Financial Group is very professional and handles all duties thoroughly and with the utmost care. I am very satisfied with my decision to invest with Kerr Financial Group and would not hesitate to recommend their service to any other working professional.”

– JF. Paul Battisti, Esq., Battisti, Gartenman & Thayne, P.C.



“For over 10 years, Jeffrey J. Kerr has provided financial advice for both me and my wife. I’ve enjoyed the opportunities to interact with him on a number of occasions both socially and professionally, and as a result we have become good friends. Jeffrey Kerr is professional and honest at all times but also remains very personable. He is clearly knowledgeable and takes every care in collecting all relevant information in regards to my financial investments. His integration of the information and ideas I provide are excellent, and he provides a thorough and critical financial analysis with practical recommendations. Whenever I have questions or am unclear on an issue, Jeff is patient and very accommodating. He also follows up and keeps me informed regularly by delivering monthly and quarterly updates. Furthermore, he provides an informative newsletter that keeps me engaged and up to date on current market trends. As a business owner, I would recommend Jeffrey Kerr without reservation.”

– Alfred Gorick, Gorick Construction Co., Inc.



We have been clients of Jeffrey Kerr for the past 11 years. After first meeting Jeff in Binghamton, New York we became new clients in his start-up of Kerr Financial. We now reside in Lewisburg, PA and the distance does not matter because Jeff and Connie are continually available. We have tremendous respect and faith in Jeff and his team. Jeff is not only extremely educated on the ebb and flow of the financial world but he is an extremely conscientious communicator along with his assistant Connie. We receive monthly newsletters and quarterly reports of our portfolio and tweaking our investments as seen needed. Jeff is a financial analyst which is why we chose Kerr Financial Group. We have been impressed by his areas of expertise and how thorough he is in the process of evaluating business, projects, budgets and other finance-related entities. Along with these qualifications and Jeff’s sincere “easy to understand and speak with” approach. As a married couple with college bound children and retirement simultaneously Jeff has and is keenly aware of our financial needs and adjustments throughout the past 11 years and going forward. There has never been a doubt to us that the Kerr Financial Group has and will always been able to determine the suitability of our investments. In an ever changing world of economic uncertainty we have always felt our investments have been in the right hands and after 11+ years we will continue to maintain Kerr Financial as our advisors. THANK YOU Jeff and Connie !

– Polly Doyle



“Kerr Financial Group was originally referred to me by several acquaintances. Jeff and Connie were a tremendous help in consolidating my investments. Over time, Jeff has proven that he can find hidden opportunities within the financial markets. From our regular conversations, I appreciate his research efforts and decision making process. His thorough approach has added value to my investment portfolios. I have recommended Kerr Financial Group and will continue to do so again.”

– Lee Bearsch, President of Bearsch Compeau Knudson Architects



“I met Jeffrey Kerr in the late 90s unsure of what to do for my retirement. I will admit that I do not have much financial knowledge in regards to investments; therefore I feel very lucky to have found Jeffrey Kerr and invested with Kerr Financial Group because he helps me make decisions that keep me happily retired until this day. I have full faith and trust in Jeffrey’s investment choices. He always keeps me in the loop with his plans for my finances. I have been a loyal client of Kerr Financial Group for over 10 years now and could not be happier. Although my involvement is limited, I am always updated by the Kerr Financial team with quarterly reports, monthly newsletters, and quick responses to any questions that I may have. Jeffrey Kerr is an honest and hardworking portfolio manager, who is always looking out for his clients’ best interests. I am proud to be one of his clients and feel very grateful to have found someone so reliable for my retirement and financial needs. I would highly recommend Jeffrey Kerr as someone who can help you achieve your financial goals.”

– Barbara Colella



“I have known Jeffrey Kerr for over 40 years, which is much longer than his career as a financial representative. He has brought the hard work and focus that I’ve seen throughout the years to the investment advisory business. I enjoy talking about the stock market and Jeff is always able to add insight. He is always available when I need his advice and his professionalism is a compliment to our personal relationship.”

– Ron Sall, Sall-Stearns Fine Men’s Clothing and Tailoring



“I was first introduced to Jeffrey Kerr through the distribution of his weekly newsletters. I enjoyed them and requested a meeting. The relationship has grown from there. As a business owner, I appreciate Jeff’s approach of analyzing stocks as a business first and then suggesting the appropriate ideas for my situation. I continue to enjoy his newsletter and use it to keep myself up to date on the latest financial happenings today. In fact, I have passed it on to co-workers and business associates. Kerr Financial Group is a premier financial services firm and I would recommend their service to anyone looking for help with their investments.”

– Frank Meier

© Copyright - Kerr Financial. Digital Marketing and Development by Sun Sign Designs