Harris Investments Advisors

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At HARRIS INVESTMENT ADVISORS We Care About What is Important to You!

We offer expert planning and advice in all areas of your life that involve money, from helping your family, to supporting your health and lifestyle, to finding financial comfort and building a legacy.

It is important to make sure your needs and goals are being addressed. Here are the tools we use to help you with the transitions throughout your life:

Investment Portfolios:

• Low Cost 
• Highly Diversified 
• Lower Risk 
• Strategic Rebalancing

Insurance:

• Life
• Long-Term Care 
• Disability 
• Key Person

Retirement:

• IRA Rollover 
• Pensions Plans 
• 401(k) Plans 
• Executive Comp.

Estate Planning:

• Gifting 
• Charitable Giving 
• Estate Tax Reduction 
• Succession Planning

Business Services:

• SBA Assistance
• Expense Management
• 401k Services
• Deferred Compensation

Benefits of using Harris Investment Advisors:

• Lower Risk Investing – Our investment strategy will assist in smoothing some of the ups and downs so you can sleep better at night.
• Strategic Rebalancing – We give your portfolio the attention it needs by identifying rebalancing opportunities daily to manage your risk and overall return.
• Your Money Goes Further – Our investment program has no commissions, no trading expenses or brokerage costs. Just one low annual fee that is fully disclosed and completely transparent.
• Diversification – Our innovative process spreads the risk and optimizes your performance, providing you with financial comfort and peace of mind.
• Personal Attention – Our knowledgeable staff is here to be your guid on the journey toward your financial goals