Investing with Purpose

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“What I value most in my relationship with Rick and Michelle is that I trust them. They are knowledgeable, thoughtful listeners whose advice has enabled me to retire comfortably. Also, importantly, they share my values and have helped me with socially responsible investing - allowing me to do good while doing well. We now have a four generation relationship with Harkins Wealth Management (with the babies' 529 college plan)!”

Kersti Yllo


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