Phil and Dini have been a great asset to our financial needs. Several of my family members entrust our financial needs, whether it’s for income, retirement or planning our future successes and hardships with them. They are responsive, insightful and a pleasure to work with in all areas to meet our needs. Highly recommended!!
October 2022
Phil and Dini has the knowledge to keep our finances secure. Great people and wonderful staff. I wouldn’t trust any one else with our finances!!
October 2019
Dini and Phil are wonderful to work with, Glad my Dad and Sister recommended them. Very happy to recommend them to friends and neighbors!
Harris Financial Advisors was founded in 2002 to provide comprehensive fee-based wealth management services to business owners and individuals seeking advice. We utilize a team approach in analyzing and planning a client's investment portfolio, estate plan, cash flow, income taxes, and retirement. The Founders of Harris Financial Advisors are Fiduciaries & Investment Adviser Representatives with over 45 years combined investment and planning experience. Acting as Fiduciaries, we partner with clients to establish and prioritize goals through close communication and objective planning. We provide our clients with highly personalized service and technical expertise in the ongoing management of their wealth.
