Serves also in Seattle, Scottsdale & Lake Oswego. With nearly 100 advisers and wealth strategists, they deliver world class service to thousands of clients nationwide. They can help you examine your current situation, project needs at retirement based on established goals and implement strategies
Harris blows me away with his financial knowledge. He loves to educate people about finance. I am already retired but have my own home-based business, and he built a plan especially for my situation. He really cares about people and their finances.
I have never met anyone so passionate about Financial Planning. Harris loves to help people plan for their future and to make sure that they are secure and well-taken care of.
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Specializes in family wealth and estate planning, private equity and alternative investments. Free consultation. Serves also in California, Florida, Oregon and Montana. Their clientele consists of individuals, families, and entrepreneurs of financial services. Their holistic planning empowers you to build a financial legacy and successfully pass it on to your family and charitable causes
The best! We have been withMike Bell for over 20 years! I highly recommend them. I trust their judgment explicitly and so did my Mom.
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Atkinson Wealth Strategies focuses on investment management. Their goals-based asset management for individuals, families, and business owners. They understand your risk tolerance, time horizon & goals, they will work diligently to develop a program that carefully balances investment strategies. Their teams are committed to providing the highest standard of financial planning. They care about your retirement and investment goals. The relationships they build with their clients are their utmost priority.
Top Notch! Will Recommend! Tyler started the process by listening to my goals and concerns. I am a self-employed individual with a more complex situation than most. I needed an expert and found one. We started with a custom financial plan that addressed my goals and concerns. That leads the way for building out the custom fiduciary advisory accounts tailored specifically towards my goals. I have my business SEP accounts, IRAs, and individual investment accounts with them. Tyler even speaks with my accountant on a yearly basis to make sure tax efficiencies are being maximized in my plan and investments.
Very professional and knowledgeable. Excellent ability to breakdown complex strategies and provide a simplified description. Helped rebalance my portfolio and get me back on track to achieve my goals.
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