Our Practice fully understands peoples' concerns related to their long-term financial well-being as well as the importance of developing the trust and confidence essential to longstanding client relationships. Our combined years in the financial services industry provide you with a seasoned team and a level of knowledge necessary to help you pursue your financial goals and objectives.
Services
Amy Smith Harper has a total of over 22 years of experience in assisting individuals and companies with their financial needs. As a result of this experience, she fully understands peoples' concerns relating to their long-term financial well being as well as the importance of developing the trust and confidence essential to longstanding client relationships.
Our mission is to provide our clients and their families with appropriate personalized guidance such that they potentially avoid making major financial mistakes throughout their lifetimes and help them achieve their life-long goals. This is accomplished through comprehensive financial planning and the application of sound conservative investment management strategies.
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