Harkness Financial is a financial planning and investment management firm located in Yreka, CA. They specialize in providing holistic financial planning services to families and businesses, helping clients improve their quality of life through sound strategies in cash flow management, investments, retirement planning, taxes, insurance, and estates. As independent advisors, they offer customized financial plans and investment strategies, utilizing the resources of Commonwealth Financial Network and National Financial Services.
Under the umbrella of Pacific Private Wealth Services, Harkness Financial is one of two advisor offices dedicated to serving clients in the Pacific Northwest and across the United States. Led by Geoff Harkness, a Certified Financial Planner, their team is committed to building meaningful relationships with clients and guiding them towards long-term financial success. With a passion for finance and a deep understanding of investments and databases, Harkness Financial strives to make finance easy and accessible for their clients.
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