John Harrill - Agoura Hills, California

John Harrill: A Dedicated Financial Consultant

For individuals and families seeking expert financial guidance, John Harrill presents a professional and accessible service. Located at 28632 Roadside Dr #240a, Agoura Hills, CA 91301, United States, and reachable at 8189640400, Mr. Harrill operates as a financial consultant, offering personalized strategies to achieve clients’ financial goals. His website, financialprofessional.tfaconnects.com, provides a convenient platform for accessing further information and scheduling appointments.

About John Harrill

John Harrill is a seasoned professional dedicated to providing tailored financial solutions. While details regarding his specific background and certifications are limited publicly, his commitment to client success is evident in his approach. He emphasizes a consultative process, working closely with clients to understand their individual circumstances, risk tolerance, and objectives. This collaborative method allows him to develop strategies that align precisely with their needs, whether it’s retirement planning, investment management, estate planning, or navigating complex financial transitions.

Key Services and Specialties

Mr. Harrill’s core specialization is as a financial consultant. This encompasses a broad range of services designed to support clients throughout their financial lives. Some of the key areas he likely addresses include:

• Retirement Planning: Helping clients develop strategies to ensure a comfortable and secure retirement. This involves projecting future income needs, assessing investment options, and optimizing savings strategies.
• Investment Management: Providing guidance on selecting and managing investments to achieve specific financial goals. This might include asset allocation, portfolio diversification, and ongoing performance monitoring.
• Estate Planning: Working with clients to develop plans for the efficient transfer of assets to heirs, minimizing estate taxes, and ensuring their wishes are honored.
• Financial Education: Offering clients insights and resources to improve their understanding of financial concepts and make informed decisions.
• Tax Planning: Collaborating with tax professionals to develop strategies that minimize tax liabilities and maximize after-tax returns (Note: He likely works in conjunction with tax advisors rather than providing direct tax preparation services).

Accessibility and Convenience

Recognizing the importance of inclusivity, Mr. Harrill’s office is designed to accommodate individuals with disabilities. Specifically, the facility boasts:

• Wheelchair-Accessible Car Park: Ensuring easy access for clients utilizing mobility devices.
• Wheelchair-Accessible Entrance: Providing a seamless entry experience for all visitors.
• Wheelchair-Accessible Toilet: Offering a comfortable and convenient restroom option.
• Toilet Facilities: Standard restroom facilities are available.
• Appointment Required: Appointments are mandatory, allowing for efficient scheduling and personalized attention.
• Appointments Recommended: Proactive scheduling is encouraged to maximize the value of the consultation.
• Online Appointments: Providing flexibility and convenience for clients who prefer virtual consultations.

Client Feedback and Reputation

Currently, this financial consultant’s Google My Business page reflects a lack of reviews – 0 reviews with an average opinion of 0/5. This suggests a relatively new business or a recent period of limited client feedback. However, this doesn’t necessarily reflect the quality of service provided. It’s important to note that a new business often requires time to build a strong online reputation. Potential clients are encouraged to seek independent verification of Mr. Harrill’s qualifications and experience through professional organizations or references.

Contact Information and Resources

Address: 28632 Roadside Dr #240a, Agoura Hills, CA 91301, United States
Phone: 8189640400
Website: financialprofessional.tfaconnects.com

Conclusion

John Harrill offers a dedicated approach to financial consulting, prioritizing client needs and providing accessible services. Despite the current lack of online reviews, his commitment to personalized guidance and his focus on accessibility make him a potentially valuable resource for individuals seeking expert financial advice. Further research and direct communication are recommended to determine if his services align with specific financial goals and requirements. The convenience of online appointments further enhances his accessibility, demonstrating a modern and client-centric approach to financial planning.

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"summary": "John Harrill is a financial consultant offering personalized advice and accessible services, including online appointments, located in Agoura Hills, California.",
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