Welcome to McHarris & Associates

At McHarris & Associates, we provide personalized financial planning to help you achieve your dreams. Our experienced team is dedicated to guiding you on your journey to financial security.

Services

Comprehensive Financial Retirement Planning

Comprehensive planning for all financial aspects tailored to your retirement needs.

 

Family Financial Protection

Customized investment strategies to protect your family's future.

 

 

Tax Preparation & Tax Strategic Planning

Provide tax preparation, tax planning and tax strategies to protect families.

 

 

Notary Services

Mobile Notary Public Services

 

 

 

 

Frequently Asked Questions

What services do you offer?

We offer comprehensive Financial Retirement Planning, Family Financial Protection, Tax Planning and Preparation, Notary Services, and more.

How do you charge for your services?

Our fees vary based on the services you choose. We offer transparent pricing and will discuss costs during your initial consultation.

Can you help with tax planning?

Yes, we provide tax planning services as part of our financial planning process to help you maximize your savings.

“The team at McHarris & Associates helped us transform our financial future. Their insights and personalized strategies made all the difference in achieving our goals.”

D. Smith

Contact us

Connect with us for personalized financial planning and investment management.

Location

McHarris & Associates LLC
Birmingham, Alabama, United States

About us

McHarris & Associates is a leading financial planning firm based in Birmingham, Alabama. We are dedicated to helping individuals and families achieve their financial goals through personalized strategies and expert advice. Our team of experienced financial planners understands that every client is unique, and we take the time to listen and understand your specific needs. Whether you're looking to save for retirement, manage investments, or create a comprehensive financial plan, we are committed to providing you with the highest level of service and expertise. At McHarris & Associates, your financial success is our top priority. We believe in building lasting relationships based on trust, transparency, and results. Our mission is to empower you to take control of your financial future.