Jonathan Harris Email and Phone Number
Jonathan Harris work email
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Jonathan Harris personal email
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Jonathan Harris phone numbers
I am a Financial Advisor with Clear Strategy Financial. Clear Strategy Financial is located at 403 East Grand River Ave., Brighton, MI 48116, office number: 800.960.4560.Financial advisors exercise their knowledge of investments, tax laws and insurance in order to suggest financial alternatives to business firms and individuals that will coordinate with both their short term and long term financial goals. Various issues that that financial advisors assess are retirement and estate plans, college funding, risk management and other relevant investment options.First a financial advisor will consult with their client in order to acquire information pertaining to the client's current finances and their financial goals. Next the financial advisor develops an overall financial plan that determines the client's problem areas, makes suggestions for improvement and elects suitable investments. It is important for a financial advisor to meet with their personal clients once a year to discuss potential investment opportunities.For a list of important disclosures, please visit our website at www.mycsfinancial.com.
Clear Strategy
View- Website:
- mycsfinancial.com
- Employees:
- 30
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Cfo And Financial AdvisorClear StrategyBrighton, Mi, Us -
Cfo & Financial AdvisorClear Strategy Feb 2012 - Present403 E Grand River Ave., Brighton, Mi 48116www.myclearstrategy.com -
Owner & Sales RepresentativeEstatecare Oct 2009 - Feb 2012Brighton, Mi
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Sales RepresentativeAllstate Financial Nov 2007 - Sep 2009Milford, Mi -
Owner & Sales RepresentativeEstatecare May 2004 - Oct 2007Brighton, Mi
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Sales Rep/ Brokerage RepUnited Insurance Group Feb 2001 - May 2004Milford, Mi
Jonathan Harris Skills
Jonathan Harris Education Details
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Sandler Sales InstituteProfessional Sales Training
Frequently Asked Questions about Jonathan Harris
What company does Jonathan Harris work for?
Jonathan Harris works for Clear Strategy
What is Jonathan Harris's role at the current company?
Jonathan Harris's current role is CFO and Financial Advisor.
What is Jonathan Harris's email address?
Jonathan Harris's email address is jh****@****ail.com
What is Jonathan Harris's direct phone number?
Jonathan Harris's direct phone number is (800) 960*****
What schools did Jonathan Harris attend?
Jonathan Harris attended Sandler Sales Institute.
What skills is Jonathan Harris known for?
Jonathan Harris has skills like Insurance, Annuities, Long Term Care, Health Insurance, Term Life Insurance, Medicare Supplements, Financial Services, Investments, Mutual Funds, Variable Annuities, 401k, Retirement.
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