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Harris and Davis Financial Advisors Logo

Harris and Davis Financial Advisors

📍 
9900 Nicholas Street, Omaha, NE 68114
 www.harrisanddavis.com
✅ LocalCity Market Trusted Business

For more than 40 years, Harris and Davis Financial Advisors has been providing exceptional financial guidance and service to clients in Omaha and throughout Nebraska. With a combined experience of 175 years in the financial services industry, the family-owned firm is dedicated to helping individuals, educators, business owners, and professionals build wealth to support their current and future lifestyles.

Harris and Davis takes a team-based approach, ensuring that each client benefits from the expertise of an experienced team that meets regularly to discuss trends and share insights. This collaborative approach allows the firm to provide holistic advice tailored to each client's unique financial goals. The firm offers comprehensive investment, risk management, and estate conservation recommendations and strategies.

To further personalize their services, Harris and Davis conducts in-house research to develop customized portfolios that align with clients' tax, insurance, and estate circumstances. The firm is committed to thorough education of their clients so they understand not only what strategies are being implemented but also why.

To learn more about Harris and Davis Financial Advisors or schedule an appointment with one of their experienced financial advisors, you can visit their website or contact them at (402) 397-5440.