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“Helping You Navigate Today’s Complex Financial Challenges”

Harris & Associates is a comprehensive financial planning and wealth management firm with specialties in investment management, executive benefits, and insurance. It is our commitment to help our clients improve their long-term financial success. We recognize that no two clients are the same so we custom tailor our programs to grow, protect, and conserve our clients wealth through strategies specific to each unique individual’s needs.

We pride ourselves in consistently offering our clients the highest degree of integrity, ethical financial advice and disciplined investment management. The fact is, sometimes doing the right thing for a client may be less than profitable for us. But, we are committed to serving our clients best interests all the time, every time! That is what ethical advice is all about.

We encourage you to explore our site. Learn more about our philosophy, our services, and how we differentiate ourselves from your average investment advisor. Should you have any questions or would like to request more information on our firm, please check out our Brojure or contact us directly.

We look forward to hearing from you!

Why Harris & Associates?

Learn what makes Harris & Associates a truly unique firm and how we differentiate our service from your average Investment Advisor.


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About Us

Find out what makes our firm on the forefront of the financial service and investment advice industry. Learn more about our philosophy, cutting edge technology and our hands on staff.


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We offer comprehensive wealth management services that can advise all areas of your financial picture. We pride ourselves on consistently offering the highest degree of integrity and discipline in all our services.

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