Harris Investment Advisors LLC
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Business description
We provide Investment Advisory and Financial Planning Services. Free portfolio reviews. We specialize in IRAs and 401(k) plans.
Our philosophy is to assist the client in defining their goals and get a birds-eye view of their entire financial picture. We then design a portfolio that well help our clients reach their goals given the amount of risk they are willing to take using asset allocation modeling. We offer clients extensive diversification by providing a portfolio of up to 19 different asset classes and sectors using institutional funds and exchange traded funds. David Harris has earned the designations of Certified Investment Management Analyst (CIMA) and a Chartered Retirement Plan Specialist (CRPS). David has been advising clients since 1987 and specializes in portfolio management, estate planning and corporate retirement plans. Previous employers include: PricewaterhouseCooper UBS/PaineWebber
General information
- Business Services Financial Investment Advice Financial Advisory Services
Estimated number of employees: | 2 to 4 | |
City / suburb: | Scottsdale, AZ | |
County: | Maricopa |
Institutional Funds, Exchange Traded Funds
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