Harvest Financial Advisors

May 2024

When I signed up with Harvest Financial Advisors, I got so much more than I had anticipated. Over the years I have used many different advisors, most recently Edward Jones. All of them helped me invest my savings. Without any extra charges or fee increases Harvest has taken control of my finances. Of course they help me invest. What I did not expect was all of the help setting up a living budget. My advisor kept asking for more and more data, all to my benefit. They invested an enormous amount of time setting up my account. Another firm I considered wanted $2,000.00 up front for this service. I am so happy with my advisor. I will not give a name because they are all excellent. Harvest is a coveted place to work so they will not consider anyone for employment if they have not had multiple years experience.

Mar 2024

I am a new client at Harvest Financial Advisors. The experience has been nothing short of amazing so far. They have spent an enormous amount of time getting my account up and running customized to my profile as an investor. They had me clearly state my risk tolerance so that everything in my portfolio would be in alignment. I am certain that I have found my “retirement home”. My primary advisor will be Joy, so appropriate as my entire experience has been a joy.