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Hari Thavaraj, Financial Advisor

Focus Areas

  • Wealth protection strategies
  • Retirement savings strategies
  • Intergenerational planning
  • Business owner considerations
  • Education savings strategies
  • Estate and legacy strategies

About Hari

You've probably heard the expression, "Don't put all your eggs in one basket." I've seen people, with the best of intentions, take that too literally – with 10 different investment accounts, six different cash accounts and three different advisors. That feels complicated and stressful. Here's a better idea: Just like you have a family physician to oversee your various health resources, I can serve as your financial advisor to review the full scope of your financial situation and make sure everything works in tandem toward the life you define.

Here's another advantage of a family financial advisor. I may spot...

Work History

  • Edward JonesApril 2020 to Current

Team Members

  • Laura Campbell
    Sr. Branch Office Administrator
  • Alysia Sulaiman
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

More to explore

My priorities

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help.

Take the quiz

Setting your path

We use an established process to help you reach your goals.

Learn More