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Harris Financial Services is a boutique wealth management firm offering personalized comprehensive financial advice with attentive service. We provide investment management, financial planning, tax strategies, cash flow projections, estate planning strategies, Medicare/healthcare consulting, and insurance analysis to individuals, families, and non-profits.

This is what makes us different.

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Greg Harris, JD, MBA

Harris Financial Services

3601 Green Road, Suite 100 Beachwood, Ohio 44122
Phone: (216) 295-0945, Email: greg.harris@lpl.com, Fax: 216.295.0961

Securities Offered Through LPL Financial, Member FINRA / SIPC

Investment advice offered through Tyler-Stone Wealth Management, LLC, a registered investment advisor.

Tyler-Stone Wealth Management, LLC and Harris Financial Services, Inc. are separate entities from LPL Financial.

The LPL registered representatives with Harris Financial Services may only discuss securities or transact business with persons who are residents of CA, CO, FL, GA, IN, OH, SC.

No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under securities laws of such jurisdiction.

View LPL Financial Form CRS