Andrew Kerr
Title: Registered Representative
AndrewKerr@mycoastalwealth.com
Office: 407-879-7119
Fax: 904-791-3422
Focus: Retirement Income Strategies, Charitable Giving, Business Succession Strategies, Estate Conservation Strategies, Business Owners, Group Benefits, Military
Languages: English
Knowledge is the key to a successful financial future. I am committed to building long-term relationships with my clients and helping them reach their goals is my number one priority. Drawing on my knowledge, experience, and world-class tools, I help build financial freedom for my clients. I offer total financial needs analysis, including access to trust services, through a network of experienced professionals with detailed knowledge in:
- Retirement analysis and programs
- Estate strategies
- Employee benefit and retention services
- Business continuation strategies
When I’m not connecting with other financial professionals, I enjoy spending time with my family and friends and serving my community. I have the honor of serving on the board for Habitat for Humanity in my local county.
MassMutual is a leading mutual life insurance company that is run for the benefit of its members and participating policyholders. MassMutual has a long history of financial strength and strong performance, and although dividends are not guaranteed, the company has paid dividends to eligible participating policyholders consistently since the 1860s.
I am licensed to sell insurance in: Florida, Colorado, Texas, Georgia, South Carolina, and Wyoming.
MY APPROACH
Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet your current needs, and more importantly, your future needs.
My goal is to provide holistic, comprehensive financial services to individuals and businesses. I can help you make good financial decisions seeking to help avoid potential issues by providing you with superior client service focused on tailored, objective financial strategies, to help you reach your goals.
SOLUTIONS THAT HAVE AN IMPACT
Achieving your financial goals takes patience to create the kind of possibilities that money can buy. Whether you’re saving for a home, a college education, a dream project, or preparing for retirement, having a trusted financial professional can support and guide you to make solid decisions that can turn life goals into reality.
