At Harris Financial we understand that individuals, families, and businesses face unique challenges in navigating retirement planning, investments, debt, taxes, estate, inheritance, legacy and continuity planning, and many other issues surrounding the financial aspects of life. Located in the heart of Montana's Flathead Valley, we are happy to service the entire region including Kalispell, Whitefish, Columbia Falls, and Bigfork - as well as clients all over the United States!
Our goal is to forge our wisdom and experience into practical strategies that are individually tailored for your needs as a client. Financial matters are only one piece of a whole and healthy life, but their success or failure is felt throughout. It is our desire that your life is improved in numerous areas because of your decision to work with us. We firmly believe knowledgeable investors are best-equipped to make wise decisions, and we strive to teach and share wisdom to clients (and their families) at all ages.
Please contact us to learn more about our services and how we might serve you. There is no cost to speak with our team and we are happy to review your current portfolio or plan. We look forward to hearing from you!
We'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy.
This statement is a testimonial by a client of the financial professional as of 06/07/2023. The client has not been paid or has not received any other compensation for making this statement. As a result, the client did not receive any material incentives or benefits for providing the testimonial.
President | Wealth Advisor
Director of Business Operations
Client Service Associate | Compliance Specialist