Brett Harris
- Role
- Senior Financial Advisor at Allsquare Wealth Management, Llc
- Location
- Albany, NY, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Brett Harris
My Goal is simple. I want you to achieve the financial freedom you have been searching…
Experience
Senior Financial Advisor
Allsquare Wealth Management, Llc
Aug 2016 — Present
Skills
- College Education Planning
- Investment Portfolio Design
- Life Protection
- Tax Efficiency
- Holistic Financial Planning
- Investments
- Wealth Management
- Securities
- Investment Policy
- Investment Policy Statements
- Mutual Funds
- Series 7
- Rias
- Asset Management
- Insurance
- Investment Strategies
- Investment Policy Development
- Asset Allocation
- Life, Accident and Health Insurance
- Etfs
- Financial Planning
- Retirement Planning
- Series 63
- Separately Managed Accounts
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