Harris Financial Advisors, established in 2002, offers comprehensive fee-based wealth management services for business owners and individuals. The firm utilizes a team approach to analyze and plan clients' investment portfolios, estate plans, cash flow, income taxes, and retirement. With over 45 years of combined experience, the founders act as Fiduciaries and Investment Adviser Representatives, providing personalized service and objective planning. Clients appreciate the responsiveness, insight, and pleasure of working with the team, particularly noting their expertise in securing finances. Harris Financial Advisors is highly recommended for anyone seeking reliable guidance for their financial needs.
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!!
May 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!!
