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(208) 342-1670

Harris Financial Advisors

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 * Services
 * Team
 * Client Resources

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 * About
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 * Client Resources

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OUR MISSION is to partner with clients to establish and prioritize financial
goals through close communication and objective planning. Our primary purpose is
to manage assets in a manner that addresses our client’s unique needs and
financial goals.





HARRIS FINANCIAL ADVISORS

Our firm was founded in 2002 to provide comprehensive fee-based wealth
management services to corporate executives, professionals, business owners, and
affluent individuals seeking investment advice. We utilize a team approach in
analyzing and planning a client’s investment portfolio, estate plan, cash flow,
income taxes, and retirement. Recommendations are based on your specific needs,
circumstances, risk tolerance, and goals. The Founders of Harris Financial
Advisors are Fiduciaries and Investment Adviser Representatives and have over 46
years of combined investment and planning experience.

Our Services





OUR SERVICES

HOW WE SERVE OUR CLIENTS


ADVISORY SERVICES

At Harris Financial Advisors, we specialize in custom portfolio creation,
providing comprehensive fee-based wealth management services to corporate
executives, professionals, business owners, and individuals seeking financial
investment advice.

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PRIVATE CLIENT SERVICES

Sophisticated services for High Net Worth Clients who need focus on issues such
as tax free income, estate planning, and trusts; to help their financial lives
today as well as preparing themselves to ultimately pass on their wealth.

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COMPREHENSIVE FINANCIAL PLANNING

Our customized financial planning was developed to offer our clients
comprehensive solutions to their financial and related personal needs.

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BUSINESS SERVICES

Cash management, succession planning, key man insurance, and business retirement
plans. Our firm focuses on solutions.

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OUR CLIENTS SHARE IN THE REALIZATION THAT BY COORDINATING AND MANAGING TODAY’S
FINANCIAL DECISIONS THEY CAN ACHIEVE THEIR GOALS FOR TOMORROW.

The clients of Harris Financial Advisors are individuals and businesses who
expect excellence and have made a firm commitment to achieving it themselves.
Our clients usually have no desire to manage their financial affairs on a daily
basis, want to simplify their lives, and are willing to enter into a long-term
relationship that is mutually beneficial. They are highly motivated to work with
a professional advisor, not a sales representative.

Meet Our Team



CONTACT OUR TEAM TODAY: 208-342-1670



 



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Contact

Contact Us
208-342-1670
1739 S Jade Way #100
Meridian, ID 83642

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Office Hours

Mon-Fri:  7:30 – 4:30
Evenings: By Appointment
Saturday: By Appointment
Sunday: Closed

 



©2024 Harris Financial Advisors, LLC. Site by Thrive Web Designs
Harris Financial Advisors is a dba of Clear Creek Financial Management, LLC.
Clear Creek Financial Management, LLC is a Registered Investment Adviser.
Advisory services are only offered to clients or prospective clients where Clear
Creek Financial Management, LLC and its representatives are properly licensed or
exempt from licensure. This website is solely for informational purposes. Past
performance is no guarantee of future returns. Investing involves risk and
possible loss of principal capital. No advice may be rendered by Harris
Financial Advisors or Clear Creek Financial Management, LLC unless a client
service agreement is in place. Harris Financial Advisors provides strategies for
estate and / or tax planning. These strategies do not constitute tax or legal
advice. Consult legal or tax professionals for specific information regarding
your individual situation.



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 * About
 * Services
 * Team
 * Client Resources

ScheduleContact(208) 342-1670