Harris Financial
Insurance,
Investing,
Financial AdvisingHours:
104 Westview Pk Pl Suite 100, Kalispell MT 59901 Hours
About Harris Financial
Harris Financial is a dedicated financial advisory firm located in Kalispell, serving clients across the U.S.A. They specialize in retirement, investments, inheritance, estate, business, charitable giving, and legacy planning. The firm prides itself on its friendly and experienced advisors who take the time to understand each client's unique story and vision, ensuring that clients feel informed, empowered, and confident about their financial paths. Clients consistently commend Harris Financial for their exceptional service and commitment to client care. Many have experienced a noticeable difference after transitioning from other firms, feeling valued and treated like VIPs. The advisors at Harris Financial are recognized for their honesty, insight, and ability to balance risk and growth effectively. They emphasize education in financial matters, helping clients make informed decisions regarding retirement and investments. The team is described as attentive, helpful, and genuinely caring, fostering a welcoming atmosphere that encourages open communication. Regular check-ins and meetings help clients stay updated and address any questions or concerns. With a focus on providing understandable financial strategies, Harris Financial is a trusted partner for clients navigating the complexities of financial planning. Overall, the firm is highly recommended for anyone seeking personalized financial management and a supportive team dedicated to their clients' success.
Most Recent Reviews
January 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!!
May 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.
May 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.
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- Kalispell, Montana