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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 |
My husband began working with Harris Financial many years ago for his company 401K plan, and when I inherited some funds of my own, I also began working with Evan as well. We both appreciate the thorough attention paid to our concerns and needs, as well as Evan's prompt response to any questions we may have. He is a great teacher and has helped us to learn and understand the ins and outs of different investment types as we have navigated through many changing stages of our life. The personal touch and expertise provided by E... read more
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.
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 12 reviews.
When is Harris Financial Services, Inc. open?
Harris Financial Services, Inc. is open now. It will close at 4:30 p.m.
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