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Harris and Davis Financial Advisors

9900 Nicholas Street, Omaha, NE 68114
✅ CityLocal Expert Trusted Business

Harris & Davis Financial Advisors is an Omaha-based investment adviser that has been providing outstanding financial guidance and services for over 40 years. With a team of professionals who have a combined experience of 175 years in the financial services industry, they are well-equipped to help individuals, educators, business owners, and professionals build wealth and support their desired current and future lifestyles.

The team at Harris & Davis takes a team-based approach when it comes to serving clients, ensuring that each client has the benefit of an experienced team behind their portfolio. They offer comprehensive investment, risk management, and estate conservation recommendations and strategies tailored to each client's individual situation. Additionally, they strive to educate their clients thoroughly so that they understand the why behind their financial strategies.

Harris & Davis values a personalized advisory approach and doesn't practice a cookie-cutter approach. They conduct in-house research and develop customized portfolios specific to each client's tax, insurance, and estate circumstances. Their core values include a team-based approach, being fundamental and steady in their strategies, providing educational guidance, and offering personalized advisory services.

Overall, Harris & Davis Financial Advisors is dedicated to helping clients achieve their financial goals through personalized and comprehensive financial planning services.