Harrison & Associates - Ameriprise Financial Services, LLC - San Diego, California

Mary C.

I have been a client of H & A for over 20 years. I have great confidence in Philip's financial knowledge, his skills and most important his desire to do his absolute best for his clients. I was still employed when I began working with Philip. He helped me plan my financial security through my retirement and beyond. I find his explanations during our regularly scheduled meetings to be clear and helpful. I would highly recommend Philip, Jake and their staff at Harrison & Associates.

Wayne M.

We have been working with Philip and his team for over 20 years. The advice has always been excellent, his explanations in meetings are terrific and his recommendations are always clear and concise. Recently, I have started to consider retirement and so we have included detailed retirement planning analysis in our regular meetings.

I would strongly recommend Philip and his team to anyone looking for financial planning and retirement planning help.

Tom T.

I've worked with Philip since 2012 and have been extremely happy with his performance and our financial returns. Of Philip's many talents, one of his best is communication. He schedules regular status meetings to provide an overview of the market, anticipated trends, and suggested portfolio recommendations (if applicable) to be pro-active versus reactive. He follows-up in writing to confirm the topics and actions of the meeting, and his advice is always reflective of my risk profile. He is never heavy handed or pushing transactions, and is very customer service oriented. Without Philip's guidance and forcing me to pay attention to my investments, I am sure that I would not be doing as well as I am.

Karen S.

Philip and his staff have helped me tremendously for more than a decade. Whether it was helping me transition into retirement or assisting us in deciding when my husband can retire, I have felt very comfortable and at ease with my future finances. I have recommended Philip to family and friends. Philip always has time to answer questions and explain his recommendations and reasoning behind them. He stays on top of economic developments and I am very satisfied with how my money is being handled.

Katie Y.

I've been a client of H & A for 20 years or so. They are the architects of my retirement: I was able to retire at age 51!!! I am currently able to postpone withdrawing any money from my IRAs, several of which I have with Ameriprise. Philip and his staff know my prerogatives, likes and dislikes, my risk levels and use them to craft something very close to a perfect investment portfolio for me. If I suddenly need extra money - it will be there; if I have extra money - they can find a solid investment in which to place it. And to top it all off, they are the friendliest, most accommodating staff of any office I've visited - they always ensure there are plenty of dark chocolates available when I schedule an office visit

Julie M.

I've worked with Philip Harrison for more than a decade. He consistently provides knowledgeable and expert counsel. He invests time to know me, my goals and has guided me through many life changes over the last several years. I trust him completely and rely on his partnership to help me ensure I achieve my financial goals.

D. T.

Philip has been my go-to guy in investments for well over twenty years. I know nothing about stocks and bonds and mutual funds except what to call them so I rely on his expertise and experience and he has never steered me wrong. Despite my seeming inability to retain knowledge in this field, and even though I seem to ask the same questions every time, Philip has always patienty explained everything until I understand it. I recommend him absolutely without hesitation!

Aaron S.

I have been working with Philip for 9 years and he has always been excellent, provided great financial advice, and is clear and concise with his recommendations. I am getting near retirement and he has been a tremendous help! He is excellent with retirement planning and is helping me prepare for that day and beyond! I highly recommend his services!