This profile has not been claimed by the business owner or representative.
to update business information, get appointment requests, engage visitors with web chat, and more!
Harris Financial Services, Inc.
- Financial Services
- Whitefish, MT
About this business
Location details
940 Spokane Ave #1, Ste 1, Whitefish, MT, 59937, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:00 a.m. to 4:30 p.m. | |
| Tue | 8:00 a.m. to 4:30 p.m. | |
| Wed | 8:00 a.m. to 4:30 p.m. | |
| Thu | 8:00 a.m. to 4:30 p.m. | |
| Fri | 8:00 a.m. to 4:30 p.m. | |
| Sat | Closed | |
| Sun | Closed |
I have been a client of Harris Financial for about 20 years, working initially with Rex and then with Evan. They have always been patient in my learning process of wise investing and have been very encouraging. They have walked me through beginning investment education, buying and paying off a house, saving for retirement, and recently transitioning into retirement. No matter who answers the phone I have been treated kindly and know that everyone on the team cares about what I care about (and may be confused about) at the mo... read more
In 2023, I transferred my accounts to Harris Financial and have been very happy with their service. Prior to that, I had been searching for a different investment firm due to feeling undervalued by my previous advisor. After joining Harris Financial, that problem disappeared. They always treat me as a VIP. Now I receive more than excellent service, because the staff at Harris Financial are sincerely interested in continuing the legacy of their founder - to create and maintain an atmosphere of family with their clients. I wil... read more
Harris Financial has managed my investments for more than 12 years with excellent results balancing risk and growth. They are honest, insightful, and refreshingly conservative at predicting short and long term outcomes. Furthermore, they respond promptly to any concerns, discussing my account status and addressing my questions several times a year. Each time I learn something new about investing. In short, I trust their advice.
Harris Financial has managed by investments for more than 12 years with excellent results balancing risk and growth. They are honest, insightful, and refreshingly conservative at predicting short and long term outcomes. Furthermore, they respond promptly to any concerns, discussing my account status and addressing my questions several times a year. Each time I learn something new about investing. In short, I trust their advice.
The team at Harris Financial has done a great job with our wealth management transition from another firm. They have been extremely helpful and attentive to our needs. The team has taken time to help us understand how they intend to approach our investment strategy based on our needs, goals and objectives. They are a great group of dedicated professionals...and simply good people we have quickly come to trust. We look forward to working with them for many years to come.
Frequently asked questions about Harris Financial Services, Inc.
How is Harris Financial Services, Inc. rated?
Harris Financial Services, Inc. has a 5 star rating with 11 reviews.
When is Harris Financial Services, Inc. open?
Harris Financial Services, Inc. is open now. It will close at 4:30 p.m.
Need help? Contact us.
Speak with a specialist to learn how you can grow with Birdeye. We are reachable at profiles@birdeye.com