Bo Harris Wealth Management
Finance · Louisiana, United States · 1-10 Employees
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Overview
Headquarters
2950 Fairfield Ave, Shreveport, Louisian...Phone Number
(318) 221-3741Revenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
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Jun
ZI Rank
1
1
1
1
1
1
About Bo Harris Wealth Management
Bo Harris Wealth Management offers personalized wealth planning, investment guidance, and retirement strategies, emphasizing education and clarity tailored to individual client goals. The firm provides a comprehensive range of services, including estate planning and business owner services, ensuring that each client's unique needs are met. With a focus on understanding clients' risk tolerance and long-term objectives, Bo Harris Wealth Management aims to create customized financial plans that facilitate informed decision-making. The company serves individuals seeking to secure their financial future and navigate the complexities of investing and retirement.Explore more
Popular SearchesBo Harris Wealth ManagementBo Harris WMSIC Code 62,628NAICS Code 52,523Show more
Bo Harris Wealth Management Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
2014
MZ
Mitchell ZidesPresident & Senior Independent Fee Wealth Advisor & Only Financial Planner & Portfolio Manager
Company Profile Activity
Activity Insights
Bo Harris Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.
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Bo Harris Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Bo Harris Wealth Management.
Bo Harris Wealth Management Tech Stack
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Bo Harris Wealth Management offers personalized wealth planning, investment guidance, and retirement strategies, emphasizing education and clarity tailored to individual client goals. The firm provides a comprehensive range of services, including estate planning and business owner services, ensuring that each client's unique needs are met. With a f... Read More
