Harris Financial Utah
R Kelly Harris is the President and Investment Advisor Representative at Harris Financial. An independent Insurance Brokerage and Service firm located in Salt Lake City, Utah. Harris Financial serves both individuals and small business (1-100 employees) with their insurance and investment needs.
Investment Services – We provide retirement planning, education funding and wealth building services to individual investors, and work with small business on Employer Sponsored Retirement Plans.
- Investments – Annuities (fixed, Index, Variable), Brokerage Accounts, Common Stock, IRA (education, Traditional, Roth, SEP, Simple), Mutual Funds.
- Retirement Plans
- 401 (k) Planning
- College Plans
- Estate Plans
- Profit Sharing Plans
Insurance – Insurance services include group employee benefits and individual life, health, dental, disability and long-term care.
- Employee Benefits – Small and Large Group Plans
- Individual Health Insurance
- Medicare Supplemental Coverage
- Life Insurance
- Key-Man Insurance Policies
- Business Buy-Sell Agreements