Harris - Private Banking Services

Investments and Retirement Planning

Harris Private Bank

Harris Private Bank offers a comprehensive range of wealth management strategies and solutions to meet the unique financial needs of individuals and families of wealth. Our experienced financial professionals can help you realize your financial and lifestyle goals with solutions that are custom tailored and delivered with the highest level of personalized service. With over 100 years of serving affluent individuals and wealthy families, today we are capable of serving a wider range of client needs than before. Whether you are looking for specific pieces of a financial plan or a comprehensive strategy that is managed for you, Harris Private Bank is ready to help build, preserve and enhance your wealth.

Harris Private Bank

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Harris^® is a trade name used by various financial service providers in the BMO Financial Group, a marketing name used by Bank of Montreal. Banking products and services offered by Harris Private Bank are provided by Harris N.A., The Harris Bank N.A., and their banking affiliates. Member FDIC. For tax advice and estate planning please consult a tax advisor or a qualified attorney.

Not all products and services are offered in every state and/or location.

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Harris^® is a trade name used by Harris N.A. and its affiliates. Member FDIC External link leaving harrisbank.com Equal Housing Lender Logo

Third party web sites may have privacy and security policies different from Harris. Links to other web sites do not imply the endorsement or approval of such web sites. Please review the privacy and security policies of web sites reached through links from Harris web sites.

Brokerage (including mutual funds and annuities) and investment advisory services are offered through Harris Investor Services, Inc., member FINRA/SIPC , SEC-registered investment adviser. Insurance offered through Harris Bancorp Insurance Services, Inc. Harris Investor Services, Inc. and Harris Bancorp Insurance Services, Inc. are affiliated companies. Not all products are available in all states. Products offered are: NOT A DEPOSIT – NOT INSURED BY THE FDIC OR ANY FEDERAL GOVERNMENT AGENCY – NOT GUARANTEED BY ANY BANK – MAY LOSE VALUE.

United States Department of Treasury Regulation Circular 230 requires that we notify you that, with respect to any statements regarding tax matters made herein, including any attachments, (1) nothing herein was intended or written to be used, and cannot be used by you, to avoid tax penalties; and (2) nothing contained herein was intended or written to be used, and cannot be used, or referred to in any marketing or promotional materials. Further, to the extent any tax statement or tax advice is made herein, Harris N.A. does not and will not impose any limitation on disclosure of the tax treatment or tax structure of any transactions to which such tax statement or tax advice relates. Harris N.A.does not provide legal advice to clients. You should review your particular circumstances with your independent legal and tax advisors.