Harris Financial - Kalispell, Montana

christy O.

In 2023, I transferred my accounts to Harris Financial and have been very happy with their service. Prior to that, I had been searching for a different investment firm due to feeling undervalued by my previous advisor. After joining Harris Financial, that problem disappeared. They always treat me as a VIP. Now I receive more than excellent service, because the staff at Harris Financial are sincerely interested in continuing the legacy of their founder - to create and maintain an atmosphere of family with their clients. I will continue to recommend Harris Financial at every opportunity.

David D.

Harris Financial has managed my investments for more than 12 years with excellent results balancing risk and growth. They are honest, insightful, and refreshingly conservative at predicting short and long term outcomes. Furthermore, they respond promptly to any concerns, discussing my account status and addressing my questions several times a year. Each time I learn something new about investing. In short, I trust their advice.

Tracy K.

The team at Harris Financial has done a great job with our wealth management transition from another firm. They have been extremely helpful and attentive to our needs. The team has taken time to help us understand how they intend to approach our investment strategy based on our needs, goals and objectives. They are a great group of dedicated professionals...and simply good people we have quickly come to trust. We look forward to working with them for many years to come.

Terrie P.

We have been with Harris Financial for about 5 years now, and we are so grateful for their expertise in helping us to manage our investments and other financial planning. Owning a business, and several other factors makes our situation complex enough we’d never want to “go it alone” and with Evan and all the staff at Harris, we never feel that way. They check in regularly to answer any questions, help with year end strategizing, and optimizing our overall financial health. We are very fortunate to have them on our team. If you’re looking for financial management with a personal touch and a team that truly cares, look no further than Harris Financial.

Lori G.

Harris Financial set us up with a 529 College savings plan 24 years ago. Over the years, Rex and Evan advised our funding for our three children's college and graduate school tuitions. We will be forever thankful for the guidance and friendship with Harris Financial.

Linda M.

I have been a happy client of Harris Financial for approximately 7 years. I so appreciate the quality of their services with the emphasis they place on educating me in financial retirement issues. This education always helps me make good, informed choices for myself. I feel very confident in everyone on their team's expertise in all things financial and in the level of caring they have for the well being of their clients.

They provide the complex, changing financial tools that all of us need in today's financial world in ways that are understandable for the lay person (me!). I have found them consistently available to answer my questions, and willing to advise me on retirement decisions for accurate RMDs to comply with tax regulations. They also keep me updated on my accounts with periodic meetings either by phone or in person. I really like how they are able to give me a "big picture" perspective that helps me not to stress about the ups and downs that the markets go through.

And, equally important, each member of Harris' team is friendly and welcoming! I feel comfortable working with all of them!

Kristy J.

I SO appreciate the honesty and sincerity of the people of Harris Financial. From our initial visit, I felt secure in their knowledge and professionalism. Look forward to many years of their service!!

cathey J.