Harris & Davis is an Omaha-based investment advisor that has been providing comprehensive financial, tax, and estate planning services since its establishment. With a focus on client needs and goals, their team of experienced financial advisors offers a range of services to help individuals and families achieve their financial objectives. These services include investment planning with options such as mutual funds, stocks, bonds, ETFs, variable annuities, fixed annuities, indexed annuities, and money markets. They also provide financial planning services encompassing retirement plans, 401(k) planning, 403(b) planning, traditional IRA, SEP/Simple IRA, Roth IRA, profit sharing plans, tax plans, college plans, estate plans, and special needs planning. Additionally, Harris & Davis offers insurance solutions including life insurance coverage for protection and long-term care insurance for future needs. By combining their expertise with a commitment to personalized service and client satisfaction, Harris & Davis strives to help individuals and families create a secure financial future.