Harris Financial Services, Inc.

christy olson 

on Google

4 months ago

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

David D. 

on Google

10 months ago

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. 

David D. 

on Google

10 months ago

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. 

Tracy Keller 

on Google

a year ago

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. 

Linda Miller 

on Google

a year ago

I have been a happy client of Harris Financial for approximately 7 years. I so appreciate the quality of their services with the emphasis they place on educating me in financial retirement issues. This education always helps me make good, informed choices for myself. I feel very confident in everyone on their team's expertise in all things financial and in the level of caring they have for the well being of their clients. They provide the complex, changing financial tools that all of us need in today's financial world in way... read more