Harris Investments Advisors

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Financial Balance for Life’s Choices - Call for a FREE Portfolio Review

General Info

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

Email

Email Business

Brands

We work with a variety of investment options to allow us to customize the best options for you.

Location

Serving the Phoenix Metro Area - Located near exit 38 off the 101 on 87th St.

Neighborhood

Airpark

Amenities

Why Choose Harris Investment Advisors? FREE Portfolio Review Over 25 years of Experience Fee Based Advisor – No commissions on investments Your Money Goes Further – see benefits below for more info on how. Knowledgeable Staff – highly educated and experienced staff Full Service Financial Advisory Our client’s needs are our first priority Customized Financial Planning Risk Management – Helps you avoid potential financial disasters

Accreditation

Certified Investment Management Consultant (CIMA)

Certified Retirement Plan Specialist (CRPS)

Former NASD Arbitrator 2002

Member of the staff of the Southwest Education Institute

Associations

Member of the Investment Management Consultants Association.

AKA

Harris Insurance Advisors

Categories

Credit Card-Merchant Services, Financial Planners, Financial Planning Consultants, Investment Advisory Service

Other Information

Wheelchair Accessible: Yes

Reviews

Details

Phone: (480) 659-8380

Address: 14201 N 87th St Ste C-131, Scottsdale, AZ 85260