At Harmony Financial Services, we value the client experience above all else.
Our holistic multi-generational approach includes gaining an in-depth understanding of the client and their unique situation to better evaluate their investment and insurance needs. We strive to provide both guidance and education to our clients, clarify their short and long-term objectives, and quantify their goals using comprehensive strategies and ongoing evaluations.
Our clients do not incur any out-of-pocket fees; as we are commissioned based, the companies where we place business provide our compensation. We sincerely believe that we provide much more in the way of service, advice, information, and choice than a bank.
Most importantly, we believe in transparency and putting the needs of the client first.