Harkness Financial strives to make finance easy. We assist families and businesses here in the Pacific Northwest and across the United States. The primary goal is to support you … to help you improve your quality of life. Our advisors are trained financial planners, who embrace close, meaningful relationships. Holistic planning is the core, central element of our work, to ensure that sound strategies are in place to manage cash flow, investments, retirement, taxes, insurance, and estates.
Along with financial planning, the Harkness Financial team also manages investments. Rule-based strategies help guide a steady, long-term approach.
As an independent advisor, we have the freedom and flexibility to design customized financial plans and investment strategies for our clients. We utilize Commonwealth Financial Network® as our broker/dealer and National Financial Services as our custodian, both of whom provide ample resources to facilitate our work.
Harkness Financial is one of two advisor offices that operate under the umbrella of Pacific Private Wealth Services. The Harkness Financial office is located at 1201 S. Main St., Yreka, CA 96097. Please stop by or drop us line … we look forward to meeting you.
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