The Harral Group
Our mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you’d like it to be tomorrow. We help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. Our approach is to focus on potential solutions that can help turn goals into reality.
At The Harral Group, we believe that financial advice is about more than just your finances. It's about your entire life and the complexities that come along with it. And it's about working with experienced professionals who invest the time to get to know you and your family and become deeply entrenched in your life. Because as your needs become more complex, sophisticated advice and guidance and a relationship built for the long term becomes even more important.
For over 25 years, we've been providing wealth management solutions and exceptional service to busy, successful professionals, entrepreneurs, corporate executives, retirees, and members of the LGBTQ community. Our team also has a nuanced understanding of the needs of women, many of who will take full responsibility for their finances at some point in their lives—as sole earners, after divorce, or as widows. Regardless of your situation, we have the knowledge and compassion to help you take charge of your financial well-being, adapt to your ever-changing needs, and continue to look to the future.
We understand that in today's environment it's easy to let emotions rule your actions when the markets rise and fall. Our goal is to offer balanced perspective and encouragement to help you filter out the market noise and manage your portfolio through all the ups and downs. We are all committed to keeping you informed about economic and financial market conditions and will continually refine the wealth management approach that works best for you. Our mission is to serve as your financial advisors for life, handling all matters related to managing and preserving your wealth and building your legacy – so you are free to focus on enjoying your life and the people important to it. If you're looking for a team who can clearly understand your big picture while staying focused on the smallest details, connect with us.
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Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
