Client Testimonials
At Harris Financial, we are dedicated to helping our clients pursue their financial goals and plan for their financial future. We take pride in providing comprehensive financial planning and investment management services that are tailored to our clients' unique needs and goals.
But don't just take our word for it - here are some testimonials from our satisfied clients:
"My family and I have been doing financial
business with Evan and his father, Rex for about 30 years. In that span of time, we have grown very fond of the Harris family brand and the service they provide. Evan and his well-trained staff always go above and beyond in providing exceptional service. I look forward to conversations with Evan and I always glean useful nuggets of knowledge. We fully “Trust” the Harris Financial Team and have witnessed the blessed growth of their family business in the Flathead Valley over these many years. We are very happy to be long term clients and friends of the Harris team."
-Jeff and Sherry, clients since 2016
Testimonial from a client of this financial professional, as of 05/16/2025.
"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."
-Fred and Tracy, clients since 2024
Testimonial from a client of this financial professional, as of 06/15/2024.
"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 will continue to recommend Harris Financial at every opportunity."
-Christy, client since 2024
Testimonial from a client of this financial professional, as of 03/24/2025.
"The team at Harris Financial are thorough, considerate and helpful in all aspects of our lives. They are in contact with us about our finances as well as happenings in our lives. They make sure to schedule appointments for us to review our finances on a regular basis. I have recommended their services to several family members as well as friends on more than one occasion."
-Tim and Gwen, clients since 2016
Testimonial from a client of this financial professional, as of 11/17/2023.
"We have been customers of Harris Financial for
around 15 years and highly recommend them. We're the type of investor where investing is a huge boring chore and terms like "Fiscal Cliff" would cause us to panic or just ignore due to lack of understanding. Harris Financial takes care of us. They are personable, trustworthy and remove the worry. We would be lost without them!"
-Scott and Karin, clients since 2009
Testimonial from a client of this financial professional, as of 09/02/2024.
"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."
-Dave, client since 2012
Testimonial from a client of this financial professional, as of 09/24/2024.
"We have been with Harris Financial for about 5 years now, and we are so grateful for their expertise in helping us to manage our investments and other financial planning. Owning a business, and several other factors makes our situation complex enough we’d never want to “go it alone” and with Evan and all the staff at Harris, we never feel that way. They check in regularly to answer any questions, help with year end strategizing, and optimizing our overall financial health. We are very fortunate to have them on our team. If you’re looking for financial management with a personal touch and a team that truly cares, look no further than Harris Financial."
-Terrie and Mark, clients since 2019
Testimonial from a client of this financial professional, as of 04/03/2024.
"We had an excellent wealth advisor for years prior to
moving to Montana. After an extensive search, Harris
Financial actually exceeded those excellent services we had been receiving. Harris has gone to great lengths to develop a comprehensive, individualized wealth strategy and plan based on our unique circumstance and objectives. The advisors at Harris Financial are seasoned, highly educated, profoundly aware, deeply caring, service oriented professionals. Their recommendations are invariably studied, thoughtful, and consistently take the long view. We appreciate their comprehensive view of wealth management. The entire Harris team is highly professional, personable, skilled communicators, and always responsive to our needs."
-Tom and Nancy, clients since 2021
Testimonial from a client of this financial professional, as of 01/30/2024.
"I SO appreciate the honesty and sincerity of the people of Harris Financial. From our initial visit, I felt secure in their knowledge and professionalism. Look forward to many years of their service!!"
-Danny and Kristy, clients since 2022
Testimonial from a client of this financial professional, as of 01/18/2024.
"We started with Rex at Harris Financial and easily transitioned when Evan took over. The whole team has been great on a personal and professional level. They are always available for us when we have questions or concerns. We are truly grateful for the friendship and expertise from the Harris Financial team."
-Butch and Judy, clients since 2013
Testimonial from a client of this financial professional, as of 07/18/2025.
"Harris Financial is exactly what we where looking for and needed. They have far exceeded our expectations
and have helped make what could be complicated for us, simple. The trust that has been built in a short amount of time is very much appreciated."
-Tom and Sue, clients since 2023
Testimonial from a client of this financial professional, as of 10/10/2023.
"Harris Financial set us up with a 529 College savings plan 24 years ago. Over the years, Rex and Evan advised our funding for our three children's college and graduate school tuitions. We will be forever thankful for the guidance and friendship with Harris Financial."
-Lori, client since 1999
Testimonial from a client of this financial professional, as of 06/07/2023.
"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 Evan and his team has always been so important and appreciated - they check in regularly and their expert advice is always helpful and right on point. We are grateful for the friendship and professionalism of this wonderful team and would never work with anyone else."
-Leslie and Ken, clients since 2009
Testimonial from a client of this financial professional, as of 02/09/2026.
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 moment. I appreciate their regular check-ins, individualized suggestions, and personalized strategies in light of getting to know my (changing) situation and concerns. The team performs the duties of their jobs not just because "it's their job" but because they truly receive joy out of helping others. I highly recommend Harris Financial and hope to work with them for years to come."
-Cheril, client since 2003
Testimonial from a client of this financial professional, as of 01/03/2026.
"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 ways that are understandable for the lay person (me!). I have found them consistently available to answer my questions, and willing to advise me on retirement decisions for accurate RMDs to comply with tax regulations. They also keep me updated on my accounts with periodic meetings either by phone or in person. I really like how they are able to give me a 'big picture' perspective that helps me not to stress about the ups and downs that the markets go through.
And, equally important, each member of Harris' team is friendly and welcoming! I feel comfortable working with all of them!"
-Linda, client since 2017
Testimonial from a client of this financial professional, as of 04/03/2024.
Contact us today to learn more about our services and how we can help you work toward your financial goals!
These clients have not been paid or have not received any other compensation for making these statements. As a result, the clients did not receive any material incentives or benefits for providing the testimonials. These views may not be representative of the views of other clients and are not indicative of future performance or success. Here is a link to all Google reviews for Harris Financial.