Global US Citizens/Expats

Are you an American Expat living abroad?

What we're about

Gaining Trust

We work hard to become your friendly and approachable, go-to financial planning team. We offer sensible, transparent advice and win our clients’ confidence with honest and knowledgeable guidance that works.

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As an Expat you may feel that facing your financial needs is no easy feat, especially as an American Expat. You may be wondering about your finances in the short term and how you can navigage cross border tax. Or, you may be thinking in the future and start planning your retirement.

At Harrison Brook USA, we understand the unique challenges that US Expats have. Our team of US Financial advisors are Expats themselves and experience the same difficulties.

How We Can Assist Global US Citizens/Expats

Our team of experienced financial advisors specializes in assisting US expats with a comprehensive range of retirement planning services tailored to their unique needs:

  • 401(K) Rollover – If you’ve left a job in the US and have a 401(k) plan, we can help you navigate the complexities of rolling it over into an IRA or another qualified retirement account. We’ll guide you through the process, ensuring that your rollover is handled smoothly and efficiently.
  • IRA Management – Managing Individual Retirement Accounts (IRAs) can be complex, especially from abroad. We offer guidance on managing and transitioning your IRAs to support your retirement objectives.
  • Taxable Brokerage Accounts – Explore investment opportunities through taxable brokerage accounts tailored to your financial situation and investment preferences.
  • Consolidation – Simplify your retirement portfolio by consolidating assets, ensuring efficient management of your retirement savings.

Next Steps

Ready to take control of your retirement planning as a US expat living abroad? Schedule a consultation with one of our experienced advisors today to discuss your financial goals and create a customized retirement plan tailored to your needs.

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What Our Customers Say

Don't just take our word for it, here's what some of our clients have to say.

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Testimonials

  • "I found my personal private client adviser Ryan Frost to be very efficient, knowledgeable and helpful. I will not hesitate to recommend his services to others."

  • "Prompt reliable and expert help when needed.Transparent disclosure of all the costs involved. Friendly and efficient service I would highly recommend."

  • "Sound advice in difficult times. Acceptable prices when compared with alternatives. Regular contact and updates in clear understandable form."

  • "I would definitely recommend Harrison Brook to other people. My experience in working with our financial advisor was extremely positive. Speed of response and the level of attention to our needs and requests was great. Administration support was flawless."

  • "Excellent customer service all the way through, professional, proactive, patient in answering all my questions, immediate answer to emails, great follow up and communication, deep legal knowledge and legal experience in the field, all of which helped in having my pension transferred in a faster amount of time than normal. I’ve rarely received such swift and excellent customer service before. The whole complex pension transfer experience could have been heavy and stressful, but instead it was the whole opposite."

  • "It's a nerve-wracking thing to entrust your life savings to a person and company you have never met before. Ryan made the process easy. It was calm, I felt in control and was able to asks and get answers to all the questions I had. I am now all set up with my International SIPP and couldn't be happier."

Harrison Brook has a 5 star independent service rating on Feefo

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One of our expert financial advisers will aim to get back to you within 12-24 hours.

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