Harrison Capital Management

At HCM, we strive to help you succeed in all your investing and financial planning goals. Whether you’re buying your first home or looking for an early retirement, you need someone you can trust to help advise your investment strategies. We want to be that friend! Come build a relationship that is founded on trust and dedication to your financial portfolio’s success. Forget about dealing with the Wall Street broker and come put your financial planning in the hands of a friend you can trust.

 

A Cup of Coffee and a Second Opinion

 

The Stock Market can be a difficult thing to navigate. Whether you’re a savvy investor with an expansive portfolio, or a new employee who wants help with your 401k, we find that every investor across the nation shares these questions in common: “Should I be doing something else?” and “Could I be doing more?”

At Harrison Capital Management, we've seen a lot of difficult markets come and go, and we can certainly empathize with people who find themselves asking these kinds of questions. We'd like to help if we can and, to that end, here's what we offer:

A cup of coffee, and a second opinion.

By appointment, you're welcome to come in and sit with us for a while. We'll ask you to outline your financial goals – what your investment portfolio is intended to do for you. Then we'll review the portfolio for and with you.

If we think your investments continue to be well-suited to your long-term goals, we'll gladly tell you so and send you off with peace of mind. If, on the other hand, we think some of your investments no longer fit with your goals, we'll explain why. We’ll even recommend some alternatives (if you like!) It’s your investment, your choice- and we’re here to help.

Just know, the coffee is on us.

Schedule a Meeting Today!

 

Investments

Investments can play a key role in your financial security plan. For

 

Insurance

Insurance is essential to any comprehensive financial security plan.

Team

Registered Representative

Garrett came to Harrison Capital Management in April 2019 with a background in Retirement Account Services and a strong foundation in IT. Garrett has a passion for educating both...

Registered Representative

Ted Perez began his career in the financial industry after graduating from Park University in 2005. He brings over 10 years of financial experience to Harrison Capital Management. ...

Wealth Manager

John has been an advisor since 1998. He has helped clients navigate through two of the worst financial crises in US history: The tech wreck of '01-'03 and the Great Recession of...


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