Harrison Financial Services is in the business of helping clients build a financial legacy perpetuating success for generations to come. It’s one of the reasons many local, successful families, business owners and private foundations look to Harrison Financial Services for guidance. With over 20 cumulative post-graduate designations among the 13 team members and a real propensity toward teamwork and active community involvement, Harrison Financial Services offers a talented group of professionals to help people unravel their financial puzzle and build the roadmap for financial success. Using a holistic approach to finance means a client’s entire lifestyle and goals are taken into account; it is this unique process that results in financial security and reached goals.
Financial planning can seem daunting but Harrison Financial Services focuses on providing an innovative approach while developing deep interpersonal relationships. Clients are active partners in co-creating the very best financial plan, allowing them to fully understand all aspects of the necessary steps leading to a desired financial future. The team at Harrison Financial Services often takes the complexity of wealth management and even helps the most sophisticated clients consolidate and simplify their financial affairs into a cohesive written plan.
9300 Underwood Ave., No. 500, Omaha, NE 68114
402.891.2302 • hfs.nm.com
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