


S. Harris Financial Group
Investment Management • Shavano Park, Texas, United States • 1-10 Employees
Company overview
| Headquarters | 4456 Lockhill Selma Rd, Suite 101, San Antonio, Texas 78249, US |
| Phone number | +12105473450 |
| Website | |
| NAICS | 5231 |
| SIC | 628 |
| Keywords | Financial Planning, Charitable Giving, Insurance Analysis, Divorce Financial Analysis, Wealth & Investment Management, Estate & Tax Planning, Independent Women, Planning For Aging Parents And Disabled Children, Small Business Solutions And Transition |
| Founded | 2010 |
| Employees | 1-10 |
| Socials |
Key Contact at S. Harris Financial Group
Stephanie Harris
Owner
S. Harris Financial Group Email Formats
S. Harris Financial Group uses 2 email formats. The most common is {first name} (e.g., john@sharrisfinancial.com), used 57.1% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@sharrisfinancial.com | 57.1% |
{first initial} | j@sharrisfinancial.com | 42.9% |
About S. Harris Financial Group
At S. Harris Financial Group, our team takes a holistic approach to help individuals and families define and build legacies by aligning financial assets with family goals and values. In doing so, we prepare our clients for expected and unexpected events in life. We have a personal call to action; we have experienced life’s great joys: marriage, child birth, education, and retirement, but we have also experienced life’s most difficult times: a near-death accident, illness, disabilities, death, and divorce; fortunately, we were prepared. With these experiences we are passionate and understand the importance of being prepared for all of life's events. Our approach encompasses all aspects of your financial life (investments, retirement, taxes, insurance, and estate planning) through our expertise and by coordinating the efforts and leveraging the expertise of other professionals working together on your behalf. Our process, experience and dedication to transparency helps clients create an integrated picture and truly COMPREHEND their own wealth management, thereby becoming a partner in the financial planning experience with S Harris Financial Group. SHFG is an independent Registered Investment Advisor. Meaning you get unbiased financial advice on the best tools for you. To learn more about our approach or to make sure you’re on the right path, contact us at www.SHarrisFinancial.com or 210-547-3450.
S. Harris Financial Group revenue & valuation
| Annual revenue | $598,885 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $2,000,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
S. Harris Financial Group has 4 employees across 2 departments.
Departments
Number of employees
Funding Data
S. Harris Financial Group has never raised funding before.
S. Harris Financial Group Tech Stack
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Frequently asked questions
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