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Harris Financial Group | Committed to Your Financial Independence Our financial planning process ensures our clients feel empowered to make informed, confident decisions about their financial future Beneficiary Assistance After a loved one’s death, we help beneficiaries navigate the challenging financial aftermath and prepare for the next steps in their lives
Our Team - Harris Financial Group We bring a breadth of knowledge and skills to the evolving field of financial planning and use a team-based approach to serving you so that our entire staff is dedicated to providing you with thorough, timely advice and excellent service
Our Approach - Harris Financial Group Today, Harris Financial Group remains distinctive for its open, empowering approach to financial planning and its determination to ensuring its clients are confident in their financial futures We invest in our clients so they invest with us
Retirement Planning | Harris Financial Group Our financial planning process ensures our clients feel empowered to make informed, confident decisions about their financial future Beneficiary Assistance After a loved one’s death, we help beneficiaries navigate the challenging financial aftermath and prepare for the next steps in their lives
Financial Planning - Harris Financial Group Our financial planning process ensures our clients feel empowered to make informed, confident decisions about their financial future Beneficiary Assistance After a loved one’s death, we help beneficiaries navigate the challenging financial aftermath and prepare for the next steps in their lives
Carl E. Beck, III | Harris Financial Group Carl believes in the Harris Financial Group approach, which prizes clear, responsive communications, teamwork, and a long-term view on investments He says the proof is in the success of the clients the firm helps day after day
Investment Management - Harris Financial Group Keeping up with the increasingly complex financial markets is a demanding task, but our team of advisors has decades of experience getting results for our clients while enjoying access to world-class research, state-of-the-art technology, and comprehensive investment tools
Lori Piasecki - Harris Financial Group Lori Piasecki works on the front line at Harris Financial Group as an assistant to advisors Jamie Cox, Carl Beck and Stephen Harrison That means she spends much of her day working closely with the firm’s clients
Holley Whitfield - Harris Financial Group In particular, Holley enjoys the challenge of sorting through the financial figures of Harris Financial Group’s clients to analyze their tax liabilities and to help determine how to limit the tax consequences of their financial plans