We at Brown Harris take a personal approach to wealth management. Not simply
an investment firm, Brown Harris works to help build and protect
one's
wealth through a variety of proven investment methods. Brown Harris
clients may be saving for retirement, receiving retirement income, protecting
an
estate
from taxes or perhaps providing for a grandchild's college education.
We specialize in the following:
IRA & 401 (k) Rollovers
Retirement Income Strategies
Early Retirement Structuring
Mutual Funds
Annuities
Tax Free Bonds
Long Term Care Insurance
We are interested in serious, longer term investment clients. For this reason, folks who prefer
quick returns need not inquire into our services. If you are serious about your wealth management,
come interview us, we would love the opportunity to earn your trust.
Vision Statement - To be the trusted financial services firm that creates an atmosphere where our clients and employees have one common goal: the clients financial well-being.
Mission Statement - To help our clients achieve their financial dreams by utilizing effective wealth management tools and providing consistently superior service.
