Brooke Bartlett's Contact Details

Brooke Bartlett's Company Details

S. Harris Financial Group

San Antonio, TX, US • 10 - 19 Employees
Investment Bank/Securities Brokerage

At S. Harris Financial Group, our team takes a holistic approach to help individuals and families define and build legacies by aligning financial assets with family goals and values. In doing so, we prepare our clients for expected and unexpected events in life. We have a personal call to action; we have experienced life's great joys: marriage, child birth, education, and retirement, but we have also experienced life's most difficult times: a near-death accident, illness, disabilities, death, and divorce; fortunately, we were prepared. With these experiences we are passionate and understand the importance of being prepared for all of life's events. Our approach encompasses all aspects of your financial life (investments, retirement, taxes, insurance, and estate planning) through our expertise and by coordinating the efforts and leveraging the expertise of other professionals working together on your behalf. Our process, experience and dedication to transparency helps clients create an integrated picture and truly COMPREHEND their own wealth management, thereby becoming a partner in the financial planning experience with S Harris Financial Group.SHFG is an independent Registered Investment Advisor that offers securities through Raymond James Financial Services, Inc., Member FINRA/SPIC. Meaning you get unbiased financial advice on the best tools for you. To learn more about our approach or to make sure you're on the right path, contact us at www.SHarrisFinancial.com or 210-547-3450.S. Harris Financial Group is not a registered broker/dealer and is independent of Raymond James Financial Services. Investment advisory services offered through S. Harris Financial Group.Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. 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. Social Media Disclosure: http://www.raymondjames.com/smicd.htm