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  Tuesday, January 06, 2009 - 6:36:57 PM

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A LIFETIME
OF SERVICES
Services Offered

 
   
Gerri Harrison CFP EA specializes in retirement and education planning. Financial services available run from creating a financial plan, mutual fund investing, stock and bond transactions, and reviewing your current portfolio to make recommendations. Asset management services are available. I can assist in creating a debt reduction plan and budgeting options. I am licensed in New York and Pennsylvania to offer life, disability and long term care insurance.

Gerri Harrison Financial Services offers tax preparation and tax planning services for both individuals and businesses. Trust and estate tax preparation services are available. We prepare federal and any state income tax return. Prior year tax returns are no problem. IRS, New York state and Pennsylvania state tax audit services available. Tax planning is an integral part of our services.

Gerri Harrison Financial Services also offers college funding assistance. We determine an estimated expected family contribution and look for ways to legally reduce your required contribution amount. Assistance is available for estimating tax return numbers. We can expertly prepare the federal financial aid form (FAFSA) and any required institutional forms (Profile). The financial aid award letters are reviewed and tips to help negotiate a better package are given where applicable
 


Gerri A Harrison CFP EA CFS isa registered representative registered to transact business with client in New York and Pennsylvania. Gerri A Harrison CFP EA CFS is advisory license in the following states: New York and Pennsylvania. Gerri A Harrison CFP EA CFS is also an insurance agent licensed in New York and Pennsylvania. If you are not a resident of the states noted above, all investment-related information on this site is for informational purposes only and does not constitute a solicitation or offer to sell securities or insurance services over the internet. Securities offered through H.D. Vest Investment ServicesSM, Member: SIPC, Advisory Servies offered through H.D. Vest Advisory ServicesSM, non-bank subsidiaries of Wells Fargo & Company, 6333 North State Highway 161, Fourth Floor, Irving TX 75038, 972-870-6000. Investment & Insurance Products: Are not insured by the FDIC or any federal government agency, Are not deposits of or guaranteed by the bank or any bank affiliate, May lose Value.

Securities offered through HD Vest Investment ServicesSM Member SIPC Securities offered through HD Vest Advisory Services SM Non-bank subsidiaries of Wells Fargo & Company
 

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