I have been a very satisfied client for a couple of years. Jordan from the Dallas office has been outstanding. He keeps in regular contact. He provided subject matter experts and financing on a vacation home mortgage, medicare and social security. It truly is a full service operation. My tax advisor complemented Fisher on my 2023 tax harvesting, My previous financial advisor (nationally well known) was not in regular contact, ignored tax harvesting and never provided subject matter experts.
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Founded in 1979, Fisher Investments is an independent investment adviser serving both individual and institutional investors.
