Harry James Financial

WHO \| WHAT \| HOW \| CONTACT	Harry James says...

We dispense sound advice on all financial matters. We provide a comprehensive evaluation and recommendation on all important elements of your financial life. We are all trained and have extensive experience in:

Analysis of short, mid and long-term cash flow

Risk management

Mortgages

Estate planning

Fixed-income investments

Equity investments

Retirement planning

Tax preparation and tax planning

We do not provide recommendations on individual stocks and bonds. This is a highly specialized field, requiring its own set of experts. At Harry James, we are generalists, and prefer to focus on ensuring that your overall financial health remains strong.

We view our role as general practitioners. The same way a family doctor ensures your overall health remains strong, we ensure that your overall financial health remains strong. We have experts on taxes, insurance, pension plans and real estate, allowing us to focus on the big picture – your cash flow and your net worth.

The financial industry today is highly regulated, and as such, all financial advisors must be associated with a registered ‘Dealer’. The dealer supervises us to ensure that we comply with all of the rules and regulations that are designed to protect the general public. Rice Financial not only has the highest standards in the industry but is one of the few companies that have worked hard for many years to promote and protect the independence of financial advisors. At Harry James Financial we are proud to be associated with this type of leadership.

Who are we? What we believe. What we do. How we work. How are we different? Disclaimer