Comprehensive Financial Planning for Individuals, Families and Businesses

Harris Investment Advisors LLC is an independent investment advisory firm in Scottsdale, Arizona, created to provide you with a full circle of financial services for every stage of your life – from the beginning of your career through retirement. We specialize in portfolio growth and wealth management, insurance, trusts, and tax minimization and estate planning.

What We Offer

Harris Investment Advisors brings low cost, highly diversified investment solutions to clients, with a focus in the following areas:

• Health and Well Being
• Life Insurance
• Disability
• Long Term Care
• Health Insurance
• Medicare Supplements

• Business Growth & Benefits Programs
• 401(k)
• Key Man Insurance
• Group Health & Supplemental Benefits
• Asset Protection

• Retirement
• Succession Planning
• 401(k) Management
• 401(k) Rollovers
• Buy/Sell Agreements
• Corporate Owned Life Insurance (COLI)

• Leaving a Legacy
• Estate Planning
• Charitable Giving
• Tax Management

Our focus is on full circle investing — whether it’s saving, managing a business, planning for and enjoying your retirement, or making plans to pass your wealth on to your heirs, let Harris Investment Advisors help you through it.

Above all, we are committed to honoring your needs, values and principles. By developing an understanding of what’s important to you, we can create an investment strategy that reflects what matters most to you.

Harris Investment Advisors, LLC is a partner of Edelman Financial Services.