Dr Harris And Co

D.R. Harris & Co. was founded in 2009 by our principal, Daniel Harris. In his career, Daniel has observed over $1 billion in securities transactions across thousands of accounts and is well aware of the variety of ways in which individuals can succeed or fail on their journey to financial security. Daniel puts that knowledge to use in helping clients of D.R. Harris & Co. invest efficiently, make smart planning and financial decisions, and to support, guide and aid them in their journey to financial security. Some of the following concerns of our clients are: How to navigate the time consuming, stressful and complicated process of planning, saving, and investing for retirement and future financial security The best investments to hold shorter term money for the purchase of a house, car, or major personal or business expenses and how to reduce fluctuations How to allocate 401(k) Plans and how to look past the fund names to invest in the best underlying companies at good prices and how to effectively use the brokerage window Which 529 or UGMA/UTMA plans to use for their children’s education funding, how to title the plans How to efficiently restructure and pay down student loans, mortgages and other liabilities Investment education for clients and the public is core to the D.R. Harris & Co. philosophy. The firm provides a variety of resources including articles covering basic principles about sound investing and financial planning, reviews of new and innovative financial products, an overview of how to buy insurance and other financial products in a smart way and general education materials about how investors can use the best tools available in the journey towards their financial goals.