Concierge Services

CONCIERGE SERVICES

CONCIERGE SERVICES in South Florida

Harless & Associates is proud to offer financial concierge and consulting services to families and corporate executives with additional professional needs. Our services include: investment portfolio review and analysis; home office services for bookkeeping; household payroll and bill-pay; and financial consulting and oversight for estates and trusts, elder care and families with special needs. Our professional staff is bonded and insured, and bound by state and national codes of professional ethics. The H&A team includes CPAs, tax attorneys, experienced investment professionals, and those fluent in Spanish and Mandarin.