harper-davis.com

Harper Davis Financial - Axa Advisors

1601 Response Road, Suite 110. 40;916) 921-2247. We partner with our clients to plan for life’s most important events using clearly defined, easy to manage steps. We pride ourselves in helping make conversations about personal finance and wealth management comfortable and approachable. The discussion of finances can be an emotional conversation for families and businesses alike. At Harper Davis Financial we begin the process by listening and discussing your unique goals and needs.

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CONTACTS AT HARPER-DAVIS.COM

Harper, Rebecca

12395 Wo●●●●●●●●de Drive

San●●●ego , CA, 92128

US

858-●●●●6262

do●●●●@emerald.fiserv.com

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Emerald Connect, LLC

Emerald Connect, LLC

15050 Avenu●●●●●●●●●●●ce, Ste 200

San●●●ego , CA, 92128

US

1.85●●●●6262

do●●●●@emeraldtools.com

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Emerald Connect, LLC

Emerald Connect, LLC

15050 Avenu●●●●●●●●●●●ce, Ste 200

San●●●ego , CA, 92128

US

1.85●●●●6262

do●●●●@emeraldtools.com

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Harper Davis Financial - Axa Advisors | harper-davis.com Reviews

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1601 Response Road, Suite 110. 40;916) 921-2247. We partner with our clients to plan for life’s most important events using clearly defined, easy to manage steps. We pride ourselves in helping make conversations about personal finance and wealth management comfortable and approachable. The discussion of finances can be an emotional conversation for families and businesses alike. At Harper Davis Financial we begin the process by listening and discussing your unique goals and needs.

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4 Financial advisor

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9 Asset Management

10 Retirement

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Harper Davis Financial - Axa Advisors | harper-davis.com Reviews

https://harper-davis.com

1601 Response Road, Suite 110. 40;916) 921-2247. We partner with our clients to plan for life’s most important events using clearly defined, easy to manage steps. We pride ourselves in helping make conversations about personal finance and wealth management comfortable and approachable. The discussion of finances can be an emotional conversation for families and businesses alike. At Harper Davis Financial we begin the process by listening and discussing your unique goals and needs.

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harper-davis.com

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Market Watch : Harper Davis Financial - Axa Advisors

http://www.harper-davis.com/quotes.cfm?symbol=$INDU

Why Harper Davis Financial? Markets at a Glance. Market data delayed per exchange rules. All quotes are in US Eastern Time (EST). Of this financial professional on FINRA's BrokerCheck. Of this financial professional on FINRA's BrokerCheck.

2

Retirement Planning : Harper Davis Financial - Axa Advisors

http://www.harper-davis.com/Retirement-Planning.9.htm

Why Harper Davis Financial? Markets at a Glance. Your retirement years should be one of the most enjoyable periods of your life. Harper Davis Financial can assist you in designing a plan to make this possible. By analyzing current assets, retirement programs, and your future needs and benefits, Harper Davis Financial can map out a strategy that achieves your retirement goals. We are Retirement Planning Specialists. Harper Davis Financial is not owned or operated by AXA Advisors or AXA Network.

3

Harper Davis Financial - Axa Advisors

http://www.harper-davis.com/Services.3.htm

Why Harper Davis Financial? Markets at a Glance. Financial information gathered from you is the basis of our planning. From it we:. Accumulate, conserve and transition assets. Build a financial plan. Create a strategy to address goals. Monitor and Review your plan with you at regular intervals. Adjust your plan as priorities change over your lifetime. Business Succession/Exit Strategy Planning. Retirement Planning for Businesses. Estate and Gift Taxes. There are many strategies involved in the lowering o...

4

Why Harper Davis Financial? : Harper Davis Financial - Axa Advisors

http://www.harper-davis.com/Why-Harper-Davis-Financial.5.htm

Why Harper Davis Financial? Markets at a Glance. Why Harper Davis Financial? Whether your plan includes retirement goals, education funding, or other investment strategies, Harper Davis Financial can assist you in reaching your financial objectives. We are local financial professionals with national resources offering a wide variety of services and products from a broa array of investment companies and and insurance carriers. How much would your family need should something happen to you? These are just ...

5

College Funding

http://www.harper-davis.com/learning_center/calculators/college_funding

Printed from: www.Harper-Davis.com. 1601 Response Road, Suite 110, Sacramento, CA 95815. Rebecca Harper (916) 614-7637Financial Professional Terri Davis, CPA (916) 646-8180Financial Professional. How Much Will Your Child's Education Cost? According to The College Board, in 2013-2014 the average total charges, including tuition and fees and room and board, at public four-year institutions, were $18,391 (in-state) and $31,701 (out-of-state), and $40,917 at private non-profit four-year institutions. Lump su...

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signaturelawgroup.com

California Lawyers: Signature Law Group LLP Attorneys serving Sacramento

http://www.signaturelawgroup.com/myblog.php

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harper-davis.com

Harper Davis Financial - Axa Advisors

1601 Response Road, Suite 110. 40;916) 921-2247. We partner with our clients to plan for life’s most important events using clearly defined, easy to manage steps. We pride ourselves in helping make conversations about personal finance and wealth management comfortable and approachable. The discussion of finances can be an emotional conversation for families and businesses alike. At Harper Davis Financial we begin the process by listening and discussing your unique goals and needs.

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