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Harris & Pratt, Wealth Management & Financial Services is a full service financial advisory firm which assists St. Thomas Credit Union members with Investment Advisory strategies and money management, IRA and Retirement Planning, Comprehensive Financial Planning, Tax Preparation and Planning, Life Insurance protection, acquiring Wills and solving estate issues among a wide variety of other financial needs.

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Harris & Pratt, Wealth Management & Financial Services
Services Provided:

  • Investment Advisory Services
  • Professional & Affordable Tax Preparation
  • Comprehensive Financial Planning
  • Pension Plan and Life Insurance Analysis
  • Wills and Estate Planning
  • Retirement Income planning
  • IRA's, 401K and 403b Rollovers
  • Fixed Income Strategies


NCUA Insured Your Savings Federally insured to at least $250,000 and backed
by the full faith and credit of the United States Government.
National Credit Union Administration, a U.S. Govt. Agency.
EHL
We do business in accordance with the Federal Fair
Housing Law and the Equal Credit Opportunity Act.