Kerr McDonald LLC is an independent insurance brokerage and investment consultant company, serving the financial needs of individuals and small businesses in NY, NJ and CT. Securities are offered through Syndicated Capital Inc., member FINRA/SIPC.
Kerr McDonald offers a Financial Security Needs Analysis to help its clients find answers to the questions we all face in life:
- Will my loved ones be financially secure if I die prematurely?
- Am I saving enough for retirement?
- Do I have sufficient resources if I'm out of work due to injury or illness?
- Will my retirement savings be enough if I need long term care?
- How much should I be saving for my child's college education?
- Will my retirement savings be sufficient if I live into my 90's?
- Which group benefit plans should I provide for my employees?
- How can I save on our group health insurance costs?
- Which retirement plan is best for our business - 401(k) or SEP?
PRODUCTS & SERVICES:
INDIVIDUAL CLIENTS:
- Life Insurance
- Disability Insurance
- Long Term Care Insurance
- College Savings
- Retirement Planning
- Estate Planning
SMALL BUSINESS CLIENTS:
- Group Benefit Plans
- Qualified Retirement Plans
- Non-Qualified Benefit Plans
- Key Person Life/Disability Insurance
- Disability Overhead Insurance
Securities are offered through Syndicated Capital, Inc., Member FINRA/SIPC. Syndicated Capital, Inc., Headquarters 1299 Ocean Avenue, Suite 210, Santa Monica, CA 90401, General Tel. (310) 255-4490, General Fax: (310) 434-0100.
KERR MCDONALD, LLC
Insurance & Retirement Solutions,
Tailored to YOUR Needs and Goals