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Eugene W. Harris & Co. Wealth Management

At Eugene W. Harris & Company our mission is to help our clients increase their wealth and reduce their taxes. For over 25 years, we have made it a priority to assess the unique needs of each client in order to pursue their investment goals through a variety of services. These services include, but are not limited to, fixed annuities, insurance, pension plans and tax preparation. Through Lincoln Financial Securities Corporation, we can offer mutual funds, tax-free investments, stocks, bonds and estate planning.

Through Lincoln Financial Securities Corporation, Eugene W. Harris & Company Wealth Management can offer:

  Stocks
  Mutual Funds
  Bonds
  Variable Annuities
  Estate Planning
  Educational Planning
  Retirement Planning
 

Municipal Deferred Compensation 457 Plans

Eugene W. Harris & Company Wealth Management can also offer the following services and products through entities other than Lincoln Financial Securities Corporation:

  Tax Preparation
  Life Insurance
  Long Term Care
  Disability Insurance
  Group / Individual Health
 

Medicare Supplemental Plans

 

 

FAQ

Our clients come to Eugene W. Harris & Company with ALL of their financial questions. Ranging from retirement goals to budgeting and everything else in-between.

With so much information readily available, it is easy to feel like a financial expert. But before jumping to conclusions, try asking yourself these simple questions:

Do I have a clear understanding of my financial goals?

Do I understand all the investment options available to help me reach those goals?

Do I know which of those options are right for me?

Do I have the expertise to build a financial strategy and the discipline to stick to it through good times and bad?

Do I have the time and expertise required to monitor and manage my investments?

If you answered “no” to even one of these questions, you may want to consider talking to a financial professional.

What can I expect from Eugene W. Harris & Company?

Truly effective financial professionals begin by assessing their clients’ needs – not by simply recommending specific investments. You can expect your financial representative at Eugene W. Harris & Company to begin by:

Assessing your current financial situation
Helping you identify your financial needs
Determining your risk tolerance
Establishing your investment time horizon
Helping you formulate a long-term investment strategy

Next, you can expect your financial representative to research a variety of investment choices and match them to your specific needs. This includes:

Explaining the risks and rewards of each type of investment
Explaining how each type of investment works
Helping you build an asset allocation strategy

Once you’ve worked together to choose the investments that are right for you, you can expect an ongoing relationship with your financial representative. This means:

Reviewing your personal and financial situation on a regular basis
Monitoring your portfolio and helping you make adjustments when necessary
Guiding you through the ups and downs of investing

Don’t be afraid to ask any of the following common questions:

What do I do with my money?
Where do I put my assets so that I won’t run out of money?
Is my life style going to change when I retire?
How do I know what options are right for my family?
What about my grandchildren? Can I allocate money for them to receive in the future?

The team of financial representatives at Eugene W. Harris & Company will answer these and many other questions. We are here to advise you and help you make confident decisions to insure you and your family’s financial future.

Investments and advisory services offered through representatives of Lincoln Financial Securities Corporation, Member SIPC. Branch Office: 250 State Street, Suite B-1, North Haven, CT 06473. Advisory services offered to residents of CT. Investments offered to residents of CA, CT, FL, GA, MA, MI, NC, NH, NJ, NV, NY, OH, PA, RI & VA. In CA, insurance may be offered through LFS Marketing & Insurance Sales Corporation. In NY, insurance may be offered through LFS Marketing & Insurance Agency Corporation. Lincoln Financial Securities Corporation and Harris Wealth Management are not affiliated. LFS and its representatives do not offer tax or legal advice. Individuals should consult their tax or legal professionals regarding their specific circumstances. LFS-1373538-121515

Member FINRA SIPC

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