SkyCrest Financial Group

SkyCrest Financial Group SkyCrest Financial Group-A private wealth advisory practice of Ameriprise Financial Services, LLC

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Looking for more than a line on your résumé this school year?SkyCrest Financial Group is looking for an intern to join o...
08/27/2026

Looking for more than a line on your résumé this school year?
SkyCrest Financial Group is looking for an intern to join our Columbus or Granville office.
You'll gain hands-on experience across different areas of our practice — from supporting the client experience and helping with events to working with business data, financial planning tools and special projects.
We're looking for someone who is professional, curious and ready to learn.
Interested or know someone who may be a great fit? Email [email protected] to learn more or apply.

Finding the right financial advisor isn't just about credentials.It's about finding someone who takes the time to unders...
08/26/2026

Finding the right financial advisor isn't just about credentials.
It's about finding someone who takes the time to understand your goals, communicate clearly, and build a strategy around what matters most to you.
The right relationship begins with the right conversation.
https://bit.ly/4cGTCJ8

Back-to-school season is also a great reminder to revisit your family's financial plan.Whether you're managing education...
08/24/2026

Back-to-school season is also a great reminder to revisit your family's financial plan.
Whether you're managing education expenses, reviewing savings goals, or preparing for the next chapter, thoughtful planning today can help create greater confidence for the future.
https://bit.ly/4c5I9Tc

If retirement is on your horizon, the years leading up to it are some of the most important for your financial future.A ...
08/21/2026

If retirement is on your horizon, the years leading up to it are some of the most important for your financial future.
A reminder to check out Matt Sangalli's latest article which explores key decisions to consider during the decade before retirement, from income planning and investments to healthcare and tax strategies.
If you're looking for guidance in this area, we encourage you to read more below.
https://bit.ly/4qr9tB8

Congratulations to Michael Kerr, Managing Partner of SkyCrest Financial Group, on being recognized as a 2026 Forbes | SH...
08/19/2026

Congratulations to Michael Kerr, Managing Partner of SkyCrest Financial Group, on being recognized as a 2026 Forbes | SHOOK Best-in-State Next-Generation Wealth Advisor!

This is the kind of recognition that feels especially significant. Michael has helped build and shape who we are as a practice, bringing intention, discipline, and a high level of thought to every decision.

His leadership has influenced not only how we serve our clients, but the standard we continue to set for ourselves as a team. We’re proud to see that leadership recognized on a larger stage.

Congratulations, Michael, on this well-deserved achievement!
https://bit.ly/4xaZcfe

Being good with money isn't about being perfect.It's about building consistent habits over time.This week's carousel hig...
08/19/2026

Being good with money isn't about being perfect.
It's about building consistent habits over time.
This week's carousel highlights a few simple reminders that can make a lasting impact on your financial life. Small, thoughtful actions often lead to meaningful progress.
Swipe through →

A budget isn't about limiting what you can do today. It's about creating flexibility for tomorrow.Having a clear underst...
08/17/2026

A budget isn't about limiting what you can do today. It's about creating flexibility for tomorrow.
Having a clear understanding of where your money is going gives every financial decision more purpose and helps keep long-term goals within reach.

Choosing a financial advisor is one of the most personal financial decisions you'll make. The right questions can tell y...
08/13/2026

Choosing a financial advisor is one of the most personal financial decisions you'll make. The right questions can tell you far more than credentials or performance—they can help you understand how an advisor communicates, plans, and supports clients through every stage of life.
Michael Kerr recently shared 10 Things to Ask Before Hiring a Financial Advisor to help you evaluate what matters most before beginning that relationship.
Read the article below.
https://bit.ly/4xDPRML

Reminder: Our Social Security webinar is almost here.Join Eric Beckman as he discusses important considerations when nav...
08/12/2026

Reminder: Our Social Security webinar is almost here.
Join Eric Beckman as he discusses important considerations when navigating your Social Security benefits, including timing, claiming strategies, and how Social Security fits into your broader retirement income plan.
📅 Friday, August 14
🕚 11:00 AM – 12:00 PM EDT
We hope you'll join us for this educational discussion.
https://bit.ly/4xzTq6s

A thoughtful estate plan does more than distribute assets—it helps protect the people and priorities that matter most.Do...
08/10/2026

A thoughtful estate plan does more than distribute assets—it helps protect the people and priorities that matter most.
Documents like a will, powers of attorney, healthcare directives, trusts, and beneficiary designations all work together to support your wishes.
Reviewing these elements regularly can help ensure your plan continues to reflect your life as it evolves.
https://bit.ly/4zd6wII

Address

1500 Lake Shore Drive Ste. 450
Columbus, OH
43204

Opening Hours

Monday 9am - 4:30pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 4:30pm
Friday 9am - 5pm

Telephone

+16143964020

Website

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