Shanna Simmons's Contact Details

Shanna Simmons's Company Details

thekarrascompanyinc

Roy, Utah, United States • 1 Employees
Financial Services

The Karras Company is a Registered Investment Adviser with the SEC (Securities and Exchange Commission), is a member FINRA/SIPC, and is primarily affiliated with its broker/dealer Raymond James. The Karras Company provides financial planning and investment advisory services to select individual clients, pension and profit sharing plans, trusts, estates, charitable organizations, corporations, or business entities. We give continuous advice to clients or make investments for them based on their individual needs. Through personal discussions, we develop goals and objectives based upon clients investment time horizon and risk tolerance, as well as their core financial related values. We assist clients in developing their personal investment policy, and then create and manage a portfolio based on that policy.