Harris Financial Advisors serves high-net-worth individuals, business owners, and corporate executives in Nampa. It offers custom investment portfolio creation, financial planning, and business succession planning. The firm addresses each aspect of finances, from cash flow to taxes and retirement, towards achieving the client's specific goals. Life insurance products and annuities are also offered. Senior partner Phil Harris has over 20 years of experience and holds series 7 and 66 licenses. He is joined by managing partner and his wife Dini Harris, an Accredited Investment Fiduciary.
Investment Adviser Public Disclosure Database, SEC