How does the advisor help clients – Key Takeaways:
HARVEY & COMPANIES, INC. is a financial consulting firm that specializes in providing expert financial advice to their clients. They have a team of experienced advisors who use their knowledge and expertise to help clients make informed financial decisions. The following are key takeaways on how HARVEY & COMPANIES, INC. helps their clients:
- Provides personalized financial advice tailored to each client’s unique needs and goals.
- Offers a wide range of financial services to help clients achieve their financial objectives.
- Has a team of knowledgeable and experienced advisors who stay up-to-date on the latest financial trends and strategies.
- Ensures that clients understand their financial options and make informed decisions based on their risk tolerance and financial goals.
Facts and Insights
HARVEY & COMPANIES, INC. has been in business for over 30 years and has established a strong reputation for providing reliable and ethical financial advice to their clients. They have a deep understanding of the financial markets and use this knowledge to help clients make the best investments for their portfolios.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | Over 30 years |
Financial Services Offered
HARVEY & COMPANIES, INC. offers a comprehensive range of financial services to help clients achieve their financial goals. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types
HARVEY & COMPANIES, INC. works with a diverse range of clients, including:
- Individuals
- Families
- Small business owners
- High net worth individuals
Fees & Compensation
HARVEY & COMPANIES, INC. operates on a fee-only structure, meaning they are compensated by a percentage of the assets under management. This ensures that their advisors are always working in the best interest of their clients and not influenced by commissions or sales targets.
Background
HARVEY & COMPANIES, INC. was founded by John Harvey in 1987. John has over 40 years of experience in the financial industry and is a Certified Financial Planner (CFP). He has built a strong team of advisors who share his passion for helping clients achieve their financial goals.
Financial Advisor Disclosures to Know
As with any financial advisor, it is important for clients to be aware of any disclosures that may affect their relationship and the advice they receive. HARVEY & COMPANIES, INC. has a clean record with no disclosures of any disciplinary actions or conflicts of interest. This demonstrates their commitment to providing trustworthy and ethical financial advice to their clients.