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Who We Serve

Unique Insights & Guidance Based on Your Unique Circumstances

Harris and Davis has built a prosperous business based mainly on referrals from satisfied clients. We work hard to earn your trust, and we proudly support clients through every stage of life. We have a comprehensive menu of services for you as you build a family and career or start a business and as you move closer to and transition into retirement.

Individuals & Families: Lifelong Guidance & Care

Individuals & Families: Lifelong Guidance & Care

Whether you're just beginning to build for your ideal financial future, or you've already established a solid foundation, Harris and Davis is here to guide you. We will help you put the right pieces in place now so you can move confidently through the financial opportunities and challenges you encounter.

Pre-Retirees & Retirees: Preparing for Life’s Transitions

Pre-Retirees & Retirees: Preparing for Life’s Transitions

Looking forward to retirement is exciting but it can be stressful if you aren't confident about your retirement income and resources. Fortunately, we can help you evaluate your current readiness and recommend changes that will enhance your preparation for moving toward or into an ideal retirement.

Educators & Administrators: Enjoying Your Rewards

Educators & Administrators: Enjoying Your Rewards

We salute the educators and administrators who have devoted their professional careers to helping others achieve success. As you prepare to move into a well-earned retirement, we can help you gain confidence in the resources that you have accumulated to sustain you in the next stage of life.

Business Owners: Striking the Right Balance

Business Owners: Striking the Right Balance

You have built a business that brings you joy and illustrates your hard work and determination. As a business owner, you must balance the needs of the company, employees, and suppliers with your personal financial needs. We can help you effectively prioritize and manage these demands.

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Contact Us

Contact Harris and Davis today to schedule your first consultation and begin moving toward your ideal future.

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About Us

Harris and Davis is a trusted financial advisor who employs a risk-focused, educational approach for every client.

About Us

Our Team

Our team values your trust in us and works hard to sustain your confidence in our advice and educational objectives.

Meet the Team