The financial planning experience of HarrisMartin Financial, an independent firm whose advisors offer securities through Raymond James Financial Services, Inc., is noted for its superior service and deep understanding of each and every client. Stephanie Harris and Kyle Martin deliver personalized strategies, which are based on highly honed listening skills coupled with a depth of financial wisdom.
Specialty areas include retirement, estate and tax planning, wealth and portfolio management, small business solutions, education funding, and charitable giving.
The team is dedicated to clarifying the investing process, so clients will truly comprehend their own wealth management and thus become a partner in the financial planning experience with HarrisMartin Financial.
Timely Topics
Thursday, December 15th 2011
Capital Markets Update
Wednesday, November 23rd 2011
Quarterly Newsletter
Wednesday, November 23rd 2011