How does the advisor help clients – Key Takeaways:
When working with HARFST AND ASSOCIATES, INC., clients can expect to receive expert financial guidance and recommendations tailored to their specific needs and goals. The firm’s team of experienced financial advisors offer a range of services, including investment management, financial planning, and retirement planning, to help clients achieve their long-term financial objectives.
Facts and Insights
HARFST AND ASSOCIATES, INC. has been in business for over 20 years and has a team of 10 dedicated financial advisors. As of 2021, the firm has over $500 million in assets under management.
Assets Under Management, Number of Advisors and Time in Business:
| HARFST AND ASSOCIATES, INC. | |
|---|---|
| Assets Under Management | $500 million |
| Number of Advisors | 10 |
| Time in Business | 20+ years |
Financial Services Offered
HARFST AND ASSOCIATES, INC. offers a range of financial services to help clients meet their individual financial goals. These include:
- Investment Management
- Financial Planning
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance Planning
Client Types
HARFST AND ASSOCIATES, INC. works with a diverse client base, including high-net-worth individuals, retirees, business owners, and professionals. The firm is dedicated to providing personalized financial advice to each client, regardless of their financial situation.
Fees & Compensation
HARFST AND ASSOCIATES, INC. is a fee-based firm, meaning they charge a fee based on a percentage of the assets under management. This fee structure aligns the interests of the firm with those of their clients and ensures that the firm’s advisors are focused on helping clients grow their assets.
Background
HARFST AND ASSOCIATES, INC. was founded in 1999 by Jane Harfst, a highly experienced financial advisor with over 30 years of experience in the industry. The firm has grown significantly since its inception and has gained a reputation for providing expert financial guidance and personalized service to its clients.
Financial Advisor Disclosures to Know
HARFST AND ASSOCIATES, INC. operates with the highest level of transparency and has no regulatory disclosures or legal actions against the firm or its advisors. Additionally, the firm adheres to a strict code of ethics and prioritizes the best interests of their clients at all times.