The Success Inventory by The Patrick Group.

Rick Harris




Richard G. Harris, Principal


Rick Harris, President and Principal in the firm Harris & Murray, Inc., has more than 23 years of strategic planning experience for business owners, professionals and executives.  He is unchallenged in his ability to deliver long-term strategies that have positioned our clients to reach their long-term goals of wealth maximization, business succession, tax efficiency and retirement.  With his broad knowledge of investment and insurance products, Rick specializes in designing retirement plans and creative financial and estate planning strategies for accomplished professionals and owners of closely held businesses. He is a Registered Representative and an Investment Advisor Representative with NFP Securities, Inc. His clients regard Rick as a long-term partner and advisor, a role he takes very seriously.

Join the Stage 2 Planning Partners mailing list
Email:

Stage 2 Planning Partners
20 Kimball Avenue, Suite 201
South Burlington, VT 05403
Tel:802-846-1264
Fax:802-846-1269
Email: info@stage2planning.com

Stage 2 Planning Partners
4 British American Blvd.
Latham, NY 12110
Tel: 518-608-8939
Fax: 518-640-2164
Email: info@stage2planning.com

Securities offered through Registered Representatives of NFP Securities, Inc., A Broker/Dealer and Member FINRA/SIPC. Investment Advisory Services offered through Investment Advisory Representatives
of NFP Securities, Inc. a Federally Registered Investment Advisor
Stage 2 Planning Partners is a member of PartnersFinancial, a division of NFP Insurance Services, Inc., which is a subsidiary of
National Financial Partners Corp., the parent company of NFP Securities, Inc.


This site is published for residents of the United States only. Registered representatives and investment advisor representatives of NFP Securities, Inc. may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the NFP Securities, Inc. Compliance Department at 512-697-6000