What Clients Are Saying Harris Mandler, CFP , CLU -Equitable Advisors (GG)
5 /5 J A Navia: Harris is a highly competent professional. He has extensive knowledge and understanding of the tools available to properly advice his clients. He goes out of his way to assist his clients and team. He likes and enjoys his profession and is committed to assist his clients and staff achieve their goals.
5 /5 Nima Ajabshir: Mr. Harris Mandler is an excellent financial advisor. I have been working with him for just over 2 years now and have been very pleased with my returns, and the guidance he has provided me on how to properly save for retirement. He is honest, trustworthy and makes you feel extremely secure with your finances. All necessary attributes when investing your hard earned money. Would highly recommend his services.
5 /5 Cary Jimenez: Harris is an excellent financial advisor. We have only been working with him for a short point of time but we are so grateful for all the information he has provided. He is honest, trustworthy and makes us feel extremely secure with our finances. Would highly recommend his services.
5 /5 Lauren Winston: I cant say enough good things about mine and my husbands experience working with Harris. Hes incredibly professional and patient. Im not great with understanding financial concepts or crunching numbers but he is able to explain everything in a way that I completely understand. We never feel pressured by him to make any financial moves that we dont want to. He just lays out all of the information for us and allows us to choose what we think is best. Weve built a strong financial plan for right now and have already talked about how well adjust it as time goes on. Im definitely feeling more confident about our finances since we started working with him.
5 /5 Paul Bortnick: Harris is terrific to work with. He is a true professional bringing a wealth of experience and a calm, steady approach as an advisor. Hell be the first person to tell you to think twice about purchasing that second set of golf clubs in this economy. Well, the 2nd person after my wife. I highly recommend working with him for any of your personal or professional financial or insurance needs.
Angela Bravo The attention is personalized, I really liked the attention of Miss Lorena Burbano, she gave me all the information I need for my efforts. Many thanks and success to Banco del Austro
Roger Pratt Jill Spatola helped me organize my 401k and pension accounts into one simple account that is easy to understand and keep track of. She was able to explain this to me in plain English that made sense! Thank you so much!
Kathy DeMoya Ed and his staff are a service oriented team. Ed is very accessable when we have questions or concerns. His advice had been solid and specific to our wants and needs. We have trust in him and look forward to a long relationship.
DestinatioNow John and Matthew are extremely knowledgeable and quick to respond to every email and question. They have helped us navigate our first year as new business owners and we highly recommend JRM Financial Associates for both business and personal services.
Cathy Rraney Justine Rooks is a wonderful Financial Advisor. He listens to the customer to help them. His staff is friendly and helpful. We have been a client for a long time and have always had a great experience when dealing with him and his office.