As a leading financial services firm, HARRIS FINANCIAL SERVICES, INC. provides expert financial guidance to its clients. With a team of knowledgeable professionals, the firm offers a wide range of financial services to help individuals and businesses achieve their financial goals.
How does the advisor help clients – Key Takeaways:
Here are some key takeaways on how HARRIS FINANCIAL SERVICES, INC. helps their clients:
- Guidance on investment strategies for long-term financial success
- Personalized financial plans tailored to individual needs and goals
- Diversified investment portfolios to reduce risk
- Regular portfolio reviews and adjustments to adapt to changing market conditions
- Expertise in tax planning and retirement planning
Facts and Insights
HARRIS FINANCIAL SERVICES, INC. has been in business for over 20 years, providing financial advice and services to clients across the country. With their extensive experience in the financial industry, the firm has gained valuable insights into the market and uses this knowledge to help their clients make informed financial decisions.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million+ | 10+ | Over 20 years |
Financial Services Offered
HARRIS FINANCIAL SERVICES, INC. offers a wide range of financial services including:
- Investment management
- Tax planning
- Retirement planning
- Estate planning
- Insurance solutions
- College savings plans
Client Types
The firm caters to a diverse range of clients, including:
- Individuals
- High net worth individuals
- Business owners
- Retirees
- Trusts
- Non-profit organizations
Fees & Compensation
HARRIS FINANCIAL SERVICES, INC. is a fee-based firm, which means they charge a percentage of the assets under management as their fee. This fee structure ensures that the firm’s interests are aligned with their clients’ success, as the firm only earns more when their clients’ investments grow.
Background
HARRIS FINANCIAL SERVICES, INC. was founded by Mr. John Harris in 1999 with a mission to provide high-quality financial advice and services to their clients. The firm has since expanded to a team of experienced professionals who are committed to helping their clients achieve their financial goals.
Financial Advisor Disclosures to Know
When working with a financial advisor, it is important to be aware of any potential conflicts of interest. HARRIS FINANCIAL SERVICES, INC. ensures transparency by disclosing any conflicts of interest and any fees or compensation they may receive for recommending certain products or services.
Overall, HARRIS FINANCIAL SERVICES, INC. stands out as a reliable and knowledgeable financial services firm. With their commitment to helping clients achieve financial success, it is clear why they are a top choice for individuals and businesses seeking financial guidance.