Kevin M. Harris, CPA, CFP
About the Business
At Kevin M. Harris, CPA, CFP, we provide comprehensive financial advice and solutions tailored to individuals, small businesses, and corporations. Our mission is to empower our clients to make wise long-term decisions with their finances. With over 30 years of experience, our team is well-equipped to handle any and all of your financial needs.
We offer a wide range of services from tax preparation to investments to complex estate planning. Our knowledgeable staff is dedicated to helping you meet your financial goals. We invite you to schedule an initial consultation to discuss your individual or business needs - free of charge!

Related Merchants

Vince Abu - Unifirst Financial Comprehensive Financial & Tax Solutions
Introduction: We deliver a comprehensive financial & tax solutions for Business Owners & Professionals to significantly reduce taxes. Build income for life & provide wealth transfer to their beneficiaries. In less time, we unveil vital tax strategies & financial plans that are under-utilized. We operate like an extension of your staff and deliver a level of personalized service unmatched in the industry. Services: We work with our client's CPA's and other financial and legal experts to provide a customized hybrid wealth. Building blueprint that significantly reduces taxes & builds substantial savings to supplement future income and retirement. Our own unique defined benefit plan, DOL-compliant and approved by the IRS. Helped business owners write off several hundreds of thousands of dollars year after year. A unique and customized tax plan A customized system and holistic process Increased savings. Retirement income Significant tax and cost savings and timely review process. We have built our reputation on advising our clients on innovative ways to protect, build, and transfer wealth. While adhering to the highest standards of ethics and integrity.

Kelly Financial Services
Kelly Financial Services provides comprehensive financial advice and services to help individuals achieve their retirement goals. Our mission is to provide tailor-made solutions and support to meet the individual needs of our clients. We offer Roth IRA Transfers and Roth IRS Conversions to assist with retirement planning. We also provide a variety of other services such as Customized Financial Analysis, Estate Services, Financial Planning, Financial Seminars, Financial Services, IRA Solutions, IRA Solutions for Retirement Planning, Life Insurance, Lifetime Income, Lifetime Income Planning for Retirement, Long-Term Care, Making Your IRA Tax Free in Retirement, Retirement Services, Social Security Maximization, Wealth Transfer and Retirement Planning. Our experienced team of professionals have the knowledge and expertise to provide the highest quality of service to ensure that our clients' financial objectives are met. With our commitment to service and customer satisfaction, we strive to exceed expectations each and every time. Contact us today to find out how we can help.

Wealth Engineers
Wealth Engineers is a 100% fee-only financial planner that serves a wide range of clients from all over the country, including Denver. Our clients are typically mid-level to executive professionals, entrepreneurs and business owners, or retirees who have higher-income earning needs and require assistance with investing for the future, minimizing their tax burden, and/or planning around their family. Our relationship with our clients begins with fiduciary investment and financial planning advice. We work closely with clients to craft low-cost, tax-efficient investment solutions as well as provide them with industry-leading software to help bring their entire financial world together in one place. Our team of thoughtful and experienced financial planners develop a personalized plan and never charge any product sales or commissions. The range of services we offer includes investment portfolio design and management, reviewing insurance coverage and developing risk management plans, planning and investing for college, tax minimization planning and strategy, maximizing employee benefits, social security planning and maximization, and analyzing and making recommendations on 401(k), 403(b), 457(b), or IRA accounts. With Wealth Engineers, you can rest assured you're getting the most comprehensive financial advice available.

Financial Voyages
At Financial Voyages, our mission is to assist our clients in securing their financial future by providing independent and comprehensive financial advice and wealth management. We are an objective, unbiased firm that recommends products without being affiliated with any insurance or investment companies. Our team of experienced professionals offer personalized services tailored to the individual needs of each client. Our commitment to our clients goes beyond just providing financial advice; we strive to create a long-term relationship with them. We understand that the best advice and service comes from truly understanding our clients' goals and objectives, and this is why we take the time to get to know each client and develop a strategy that meets their individual needs.

Anderson Financial Consulting
Anderson Financial Consulting is a trusted provider of Tax Preparation Services, Tax Services and Business Consulting Services in Manor, Austin, Pflugerville and beyond. Our mission is to help our clients navigate their finances with ease through professional and personalized services. With years of combined experience, our team is committed to delivering the most reliable and comprehensive financial advice. Visit our website to learn more about how we can assist you, or simply click the link to reach out to us today! You can trust our team to provide you with the best advice and service. We're here to help so don't hesitate to contact us if you have any questions.

Wealth Management Partners of Los Angeles
Mr. Tuckman is a Financial Advisor (adviser) in the Los Angels area. We will start with a phone conversation and offer comprehensive financial advice and guidance. Expect no pressure discussions, a focus on your goals, and I will explain everything clearly and succinctly. I do everything from planning for retirement, stocks, bonds, real estate, mutual funds, index funds, 401ks, IRAs, Roth conversions, new tax laws, investing for retirement, helpful advice, financial investing guidance, financial advising. I am very knowledgeable about investing, and come highly recommended through the Dave Ramsey SmartVestor Pro Program, of which I am a member. I am very knowledgeable about investing, give great advice, and will give you a jam-packed list of planning advice to help your financial security in your latter years. I am passionate and knowledgeable about my field and tailor discussions to your specific situation. I can provide fresh ideas, life insurance advice and I am good with young adults. I can provide useful tools to accomplish financial goals, offer assistance with debt elimination, PLUS I'm easy and pleasant to talk to. I highly recommend you seek my counsel and financial perspective when planning for your future finances. I will explain any questions you may have in making choices to attain your goals. Servicing Malibu, Los Angeles, Torrance, El Segundo, Hermosa, Redondo, Palos Verdes, Hawthorne, Long Beach, Lomita, Marina del Rey, Carson and beyond.