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Harmon Financial

Your First Year with Us

The process of achieving your life goals takes decades of hard work and diligence. Veering from your set course can derail all that effort, so it is crucial to ensure that you are on the right track.

We will work intensively with you to assess your current circumstances and prioritize areas requiring immediate attention to address those areas first. Our meetings and reviews will be more frequent during the first year to allow us to consult with you and make any necessary course adjustments as quickly as possible.

Contact us today to find your best way forward.

Here for life.

Learn how Harmon can help you.

Contact Us

Harmon Financial Advisors, Inc. is an Independent Registered Investment Advisor. Securities offered through Raymond James Financial Services, Inc. member FINRA / SIPC. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Harmon Financial Advisors, Inc. is not a registered broker/dealer and is independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. and Harmon Financial Advisors, Inc.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members.