Visit our website at www.firstharrisonadvisors.com.
First Harrison Financial Services is a comprehensive financial planning firm located inside a number of First Harrison Banks throughout Southern Indiana and Bullitt County, KY. Our philosophy is to provide our clients with sophisticated financial services in a straightforward, commonsense manner. We offer financial planning services, investment advisory & management services, estate planning, and a full range of insurance planning and solutions.
Our mission is to help your family create and maintain wealth by guiding them through the ever-changing financial landscape. We strive to build client relationships centered on trust, competent professional advice, continual communication and prompt customized service. We assist our clients in setting financial goals, monitoring these goals and keeping them informed of the process and achievement of these goals.
We are independent financial advisors employed by First Harrison Bank. We don’t have sales quotas and we don’t push or sell any proprietary products.
First Harrison Financial Services and First Harrison Bank are locally owned and highly involved in the local community. We live, work, play, and volunteer in the same small towns as our clients which is a constant reminder to always serve their interests and do the right thing. We have been helping clients make solid financial choices for over 15 years.
To better serve you if you can't reach us, please contact Hannah Jackson at 812-734-1635.
We are a full service firm offering a variety of investment services.
Some of the personalized solutions offered include:
•Retirement Life Planning
•Retirement Income Planning
•Cash Flow Analysis
•Long Term Health Care Issues • Health Savings Accounts
•Business Succession Planning
IMPORTANT CONSUMER INFORMATION
This site is for informational purposes only and is not intended to be a solicitation or offering of any security and:
Representatives of a Registered Broker-Dealer (“BD”) or Registered Investment Advisor (“IA”) may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, that state; or (b) are excluded or exempted from that state’s registration requirements.
Representatives of a BD or IA are deemed to conduct business in a state to the extent that they would provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.
We are registered to offer securities in the following states: IN, KY, FL
Investment Centers of America, Inc. (ICA), member FINRA/SIPC and a Registered Investment Advisor, is not affiliated with First Harrison Bank and/or First Harrison Financial Services. Securities, advisory services and insurance products offered through ICA and affiliated insurance agencies are *not insured by the FDIC or any other Federal Government agency *not a deposit or other obligation of, or guaranteed by any bank or their affiliates *subject to risks including the possible loss of principal amount invested. ICA does not provide tax advice.
Securities offered through Investment Centers of America -- Member FINRA and SIPC.