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Financial Services · Saratoga Springs

Kershner, Grosso & Company

About

Kershner, Grosso & Co. has provided disciplined management of client assets since 1979, with 47 years in business and a 99 percent client retention rate.

What to know

  • Its two parallel paths are exceeding service expectations and disciplined asset management.
  • Strategies prioritize high-growth equities diversified with bonds and low turnover.
  • Services include trusteeship and guardianship.
  • It assists company retirement plan sponsors.
  • Financial and retirement planning guides clients every step.

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