William M. Harris,  CFP<sup>&reg;</sup> - Financial Advisor

William M. Harris, CFP®

President

W.H. Cornerstone Investments, Inc.

PO Box 207
Duxbury, MA 02331

W.H. Cornerstone Investments, Inc.

13 Tremont Street
Kingston, MA 02364
FINANCIAL ADVISOR'S WEBSITE
(888) 797-9009
(781) 934-9154
CONNECT WITH William
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General

William Harris is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at W.H. Cornerstone Investments, Inc. in Duxbury, MA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Property/casualty
  • Fixed annuities

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Business Taxes, Career Change, Estate Planning, Investment Management, Getting Divorced, Employee Benefits, Mutual Funds, Insurance, Life Planning, Retirement, Stocks & Bonds, Startup, Succession Planning, Long-term Care, Sudden Wealth, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources