|
 |
| Home > Client Scenarios > Client Experiences > Mid-Career |
|
 |
Alex is a Senior Manager at a mid-size plastics manufacturing company. In his late forties, he has been pleased with the
progression of his career to date.
Over the past several years, Alex and his wife Jennifer have been so busy with their active family and careers that their
finances have often felt like a chore. They have felt that they have neither the time nor the expertise to manage their money for the future.
Alex has wanted to set up a relationship with a Harris Financial Advisor for some time, but doesn’t know where to start.
When his sister recommends Harris Investor Services, he is interested to hear that he can choose the level of advice and
support that he wants to receive.
Alex meets with Patrick, an investment professional at Harris Investor Services, who takes the time to listen to Alex’s
financial situation and objectives. Patrick explains the flexible nature of investment advice available, and reviews a broad
range of products and services that Alex may want to consider.
|
|
|
|
|
|
|
|
Find out which products and services are available in your area. |
|
|
|
|
|
|
|
|
|
|
|
|
Find out which Harris services best suit your needs. |
|
|
|
|
|
|
|
|
Third party web sites may have privacy and security policies different from Harris. Links to other web sites do not imply the endorsement or approval of such web sites. lease review the privacy and security policies of web sites reached through links from Harris web sites.
