Who We Are

Joe Neal Kerr Professional Headshot

My name is Joe Neal Kerr and I own and operate Kerr Financial Services. We offer a broad range of financial services and are dedicated to helping our clients build wealth and protect their hard-earned assets. Our agency is completely independent, so our loyalty belongs exclusively to our clients -- not to a parent company.

Our independence enables us to establish working relationships with a number of industry-leading brokerage firms and insurance providers whose products we leverage to create customized client portfolios. We recommend only those products and services that can be tailored to suit our clients' unique needs.

In addition to my business, I am involved in the Austin metro area through the following community organizations:
• National Association of Insurance and Financial Advisors (NAIFA)
           • http://www.naifa.org/about-naifa
           • NAIFA TX PR Committee - 2018
           • LILI Graduate - 2015
 
• Austin CAN Academy
          • Development Board Chair: 2018

Want to know more? Use the "Contact Us" link at the top of your screen to e-mail us.

Disclosure

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 states of NY, and TX. As such, these services are strictly intended for individuals residing in the states referenced.

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.​