Our Mission

 

Our mission is to bring Intelligence, Integrity, truly Individualized value added investment management, and advice to affluent investors putting the clients first and to disregard the agenda's of Wall Street and the giant firms that dominate the industry. Our financial professionals allocate, manage, and monitor client’s assets unlike the typical advisors “one size fits all” management approach. 

 

Our investment goals are to consistently achieve reasonable returns on investments over time based on an investment policy statement and plan specifically created for the individual client. The investment policy statement considers the lifestyle, goals, risk tolerance, time horizon, and successors of the investor. We prefer consistent and reasonable to sporadic and extreme. Our selection process favors recognition over discovery.

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Visit

410 Neff Avenue

Suite 200

Harrisonburg, VA  22801 

Call

Office: 540-574-2508

Toll-Free: 800-296-2680

Fax: 540-433-3561

Securities offered through Harbor Financial Services, LLC Member FINRA/SIPC Advisory services offered through Jeff Harris & Assoc. RIA, a registered Investment advisor. Harbor Financial Services LLC, Jeff Harris & Assoc. RIA, and Cornerstone Insurance Solutions are not affiliated. Harbor Financial Services LLC and Jeff Harris & Assoc. RIA are not affiliated. Harbor Financial Services LLC and Jeff Harris & Assoc. RIA do not offer tax or legal advice. Please contact your tax or legal professional for specific information regarding your individual situation. 

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