Harry and David’s clientele share a common desire to gain control over their financial goals, regardless of their different positions in life. Their aim is to develop long lasting relationships with each of their clients and strategize plans to maintain financial balance over their respective life courses. They want to make sure clients are looked after no matter what life brings.
They understand that at every stage of life their clients have worked hard for their money and their objective is to maximize their returns in a conservative matter while saving the client’s tax.
The following touch on a few ways in which Harry and David work with specific niche groups of clients to improve their respective financial situations.