Bruce Harrison (CFP®)

Bruce Harrison focuses in the
following client markets or areas of practice:

  • Business Owners
  • Entrepreneurs
  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Medical Professionals
  • Retirement Plan Investment Advice

Planning Specialties

Retirement Planning Estate Planning Investment Management Social Security Planning Trust & Estate Planning

Additional Information

Why hire an advisor when you can hire a wealth management team. As an office of Mercer Advisors, we have access to a wide array of wealth management and investment management services, including in-house access to investment strategists, attorneys, CPAs, and trust specialists. Contact us for a free 2nd opinion review of your current situation.

NAPFA Start Date

August 12, 2015