Harris MyCFO
2200 Geng Road, Palo Alto, CA 94303
About Us
Harris MyCFO, located at 2200 Geng Road in Palo Alto, California, is a finance institution that offers services through BMO Private Bank, BMO Family Office, and/or BMO Delaware Trust Company. With a team of wealth and family office professionals, Harris MyCFO helps clients navigate the complexities of managing substantial wealth by providing tailored solutions to meet their financial goals and lifestyle expectations. Services include debt capital sourcing, customized debt financing, trust administration, and investment strategies. Operating Monday through Friday, Harris MyCFO aims to assist families in integrating their wealth with long-term financial goals and lifestyle objectives. For more information on individual Financial Advisors, visit adviserinfo.sec.gov or cfp.net/verify-a-cfp-professional. Please note that BMO Wealth Management is a brand delivering various financial services through different entities, all affiliates of BMO Financial Corp.
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Hours open
Monday:
2:00 PM - 4:00 PM
Tuesday:
10:00 AM - 4:00 PM
Wednesday:
10:00 AM - 4:00 PM
Thursday:
10:00 AM - 4:00 PM
Friday:
10:00 AM - 4:00 PM
Saturday:
Closed
Sunday:
Closed
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