How does the advisor help clients – Key Takeaways:
HARVEST FINANCIAL, LLC is a premier financial advisory firm that provides comprehensive and personalized services to its clients. As a trusted financial partner, HARVEST FINANCIAL, LLC works closely with individuals and businesses to help them achieve their financial goals and create a successful financial future. With a team of experienced and knowledgeable advisors, HARVEST FINANCIAL, LLC is able to offer a variety of services and support to its clients.
Facts and Insights
HARVEST FINANCIAL, LLC has been in the business for over 20 years and has established a reputation for excellence and integrity. The firm has helped countless clients navigate the complex world of finance and achieve their financial objectives. With a strong commitment to transparency and education, HARVEST FINANCIAL, LLC empowers its clients to make informed and confident financial decisions.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | $2.5 billion |
|---|---|
| Number of Advisors | 40 |
| Time in Business | 20+ years |
Financial Services Offered
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Wealth Preservation
Client Types
HARVEST FINANCIAL, LLC serves a diverse range of clients including individuals, families, small business owners, and institutions. The firm tailors its services to meet the unique needs and goals of each client, ensuring a personalized and comprehensive approach to financial planning.
Fees & Compensation
HARVEST FINANCIAL, LLC is a fee-only advisor, meaning the firm does not earn commissions or sell financial products to its clients. This ensures that the firm’s advice is unbiased and aligned with the best interests of its clients. Fees for services are based on a percentage of assets under management.
Background
The team at HARVEST FINANCIAL, LLC is comprised of experienced and qualified financial advisors who are dedicated to providing exceptional service and support to their clients. The firm’s advisors hold various certifications and licenses and continue to stay updated on industry developments to better serve their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, HARVEST FINANCIAL, LLC is held to a fiduciary standard, meaning the firm is legally obligated to act in the best interests of its clients. The firm also has a strict code of ethics and disclosures that are readily available to clients.