Client Review Meeting (1 hour)

Let's spend an hour together to review and revise your investment strategy if needed, and update our records. Choose from Zoom, phone or an in-person meeting.

1 hour

Client Review Meeting (1 hour)

Let's spend an hour together to review and revise your investment strategy if needed, and update our records. Choose from Zoom, phone or an in-person meeting.

1 hour
Registered Representative, Securities offered through Cambridge Investment Research Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative with Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Harris Financial Services and Cambridge Investment Research Inc. are not affiliated. Fixed insurance offered through Harris Financial Services.

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