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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:

  Mutual Funds
  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




AIG SunAmerica Mutual Funds

AIM Investments

American Funds


Fidelity Brokerage Services

First Eagle Funds

Franklin Templeton Investments

Highmark Funds

ING North America Insurance Corporation

Integrity Life Insurance Company

Internal Revenue Service

John Hancock

Lincoln Financial Group

Midland National Life Insurance Company



NetExchange Client


Pacific Life


Social Security Online

State of Connecticut

The Hartford


Western Reserve Life Assurance

Principal Funds

Old Mutual

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


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