Philip Michael Harrison - Private Wealth Advisor, Ameriprise Financial Services, LLC

I've worked with Philip since 2012 and have been extremely happy with his performance and our financial returns. Of Philip's many talents, one of his best is communication. He schedules regular status meetings to provide an overview of the market, anticipated trends, and suggested portfolio recommendations (if applicable) to be pro-active versus reactive. He follows-up in writing to confirm the topics and actions of the meeting, and his advice is always reflective of my risk profile. He is never heavy handed or pushing transactions, and is very customer service oriented. Without Philip's guidance and forcing me to pay attention to my investments, I am sure that I would not be doing as well as I am.
Aug 3rd, 2019

Philip has been my financial advisor for several years. He and his staff have always kept me informed, explaining details, and the reasoning behind financial decisions. I would not be able to enjoy my current lifestyle if it weren’t for Philip’s expertise. He is very personable and is excellent at determining what is best for his clients. His staff is also outstanding and responds quickly to any and all inquiries. I trust them all completely and would not hesitate to recommend them to anyone needing financial planning. Plus, the whole team has a sense of humor and are fun to work with.
Jul 3rd, 2019

Philip Harrison has been our Financial Advisor for approximately 15 years and we have been 100% happy with his services and those of his support staff. He provides us with a strong sense of confidence in his knowledge and ability to recommend what is most suitable for our portfolio based on our age and comfort levels. We would highly recommend Philip and his team to anyone looking for a trustworthy and knowledgable Financial Advisor. Vicki and Bill Countreman
Sep 19th, 2018

Phillip Harrison has been my trusted financial advisor for over 20 years. He has provided deft guidance in creating my financial plans and selecting the right combination of investments for each stage of my life while navigating through the ups and downs of market performance. His advice was invaluable with not only the portfolio that was under his direct management but also included asking the right questions and offering recommendations comprehensively across all aspects of my finances. While I could always trust his advice and his exceptional financial skills of equal importance to me are his interpersonal skills. He is consistently thoughtful, kind and respectful which makes him approachable and relatable. Faced with an unexpected early end of my working career I could not have successfully entered into my retirement without Phillip’s help and the foundation we built from all the prior years of planning. My only regret is the occasional years that I skipped out of planning because I was “too busy”, in spite of Phillip always being faithful to reach out to me. Phillip has a rare combination of skills and wisdom that I would encourage others to put to work for themselves.
Jun 21st, 2018

I started working with Philip when I was young, single and concerned about my future financial security. Everything seemed initimidating to a novice like me, but Philip had the knowledge and patience to guide me through the decision-making process and implement a plan. Decades later, I can say that choosing to work with Philip was one of the smartest decisions I have ever made. Philip and his team have always exceeded my expectations - professional, but also personal and caring. They have my complete trust and confidence and their guidance has paid off in all ways - with financial security and peace of mind. I'm beyond grateful for their support and the success I've had due to their generous expertise. I know I can rely on them for many years to come.
Aug 21st, 2017