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Harris and Davis Financial Advisors Logo

Harris and Davis Financial Advisors

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

Harris & Davis is an Omaha-based investment adviser that provides comprehensive financial, tax, and estate planning services to individuals and families. They offer a wide range of products and services to help clients achieve their financial goals.

Their investment services include options such as mutual funds, stocks, bonds, ETFs, variable annuities, fixed annuities, indexed annuities, and money markets. They also provide expert financial planning services that cover various aspects such as retirement plans (401(k), 403(b), traditional IRA, SEP/Simple IRA, Roth IRA), tax plans, college plans, estate plans, and special needs planning.

Additionally, Harris & Davis offers insurance solutions including life insurance, disability income insurance, long-term care insurance, and Medicare planning.

With their experienced team of financial advisors and their commitment to client satisfaction, Harris & Davis aims to provide personalized strategies tailored to each client's unique circumstances. They prioritize understanding their clients' goals and work closely with them to create a plan that aligns with their financial aspirations.

Overall, Harris & Davis is dedicated to helping individuals and families navigate the complexities of financial planning and achieve a secure financial future.