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Harris and Davis Financial Advisors
Harris & Davis Financial Advisors is a reputable firm that has been providing exceptional financial guidance and service for clients in Omaha and throughout Nebraska for over 40 years. With a team that boasts a combined experience of 175 years in the financial services industry, they have the expertise to assist individuals, educators, business owners, and professionals in building wealth to support their desired lifestyles.
The firm takes pride in its team-based approach, ensuring that each client receives the support of an experienced and knowledgeable team throughout their financial journey. This approach allows them to successfully address individual situations through comprehensive investment, risk management, and estate conservation strategies.
Harris & Davis also values personalized advisory services, recognizing that every client's needs are unique. They conduct thorough education sessions to ensure that clients understand not only what they are doing but also why they are doing it when it comes to their investments. By conducting in-house research and developing customized portfolios tailored to each client's tax, insurance, and estate circumstances, they provide personalized solutions.
Overall, Harris & Davis Financial Advisors is committed to helping clients pursue their financial goals with integrity and expertise. They offer a wide range of services including financial planning for individuals and business owners, retirement planning for retired individuals and educators, investment planning, estate planning, tax planning, and insurance planning. With their long-standing reputation and dedication to client success, Harris & Davis is a trusted partner for achieving financial security.