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Harris and Davis Financial Advisors
Harris & Davis Financial Advisors has been providing exceptional financial guidance and service for over 40 years to clients in Omaha and throughout Nebraska. As a family-owned firm, they have accumulated 175 years of combined experience in the financial services industry. Their mission is to help individuals, educators, business owners, and professionals build wealth to support their desired current and future lifestyles.
Harris & Davis takes a team-based approach to serving their clients, ensuring that each portfolio is backed by an experienced and knowledgeable team. They offer comprehensive investment, risk management, and estate conservation recommendations and strategies tailored to each client's individual situation. Their focus is on long-term perspectives and personalized advisory services that take into account factors such as tax, insurance, and estate circumstances.
The firm values teamwork, fundamental strategies, education, and a personalized approach to advising. They believe in thorough education of their clients so they understand the reasoning behind their financial decisions. Harris & Davis also partners with Cetera Advisor Networks LLC, a registered investment adviser.
To learn more about the Harris & Davis team or schedule a consultation with one of their financial advisors, visit their website or contact their office in Omaha.