Attorneys and CPAs
For over 25 years, Harris Wealth Management has assisted Attorneys and CPAs in a mutual effort to meet their clients’ ongoing financial needs. As a professional, you want to be assured that your clients’ needs are being met by someone who is experienced and responsive.
Harris Wealth Management has taught continuing education and lectured on a variety of financial, tax and investment topics to attorneys, CPAs and Insurance Agents.
Let Ed’s financial experience assist you in serving your clients. Refer your clients to Harris Wealth Management for the following:
- Retirement planning
- Generation of monthly income
- Estate and tax planning
- Growth investing
- Complex IRA issues
- Establishment of pension plans
- Investment Advisory Services
- Investment Brokerage Services