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40% of U.S. workers have saved
less than $25,000 for retirement.*

*2019 Retirement
Confidence Survey, EBRI

Only 42% of Americans know how
much money to save for retirement.*

*2019 Retirement Confidence Survey, EBRI

43% of retirees left
the workforce earlier
than planned.*

*2019 Retirement
Confidence Survey, EBRI

Our Services

"We have known for years that diversifying your investments reduces investment risk. However, diversification does more than help you protect your investments.  It can actually boost your performance."

Harvest offers its clients a wide range of financial vehicles and services to meet any investment objective.

Our organization is focused on utilizing our knowledge and experience to help identify your investment needs.  We recognize that every individual has very specific objectives for their investments.  With this in mind, we provide a customized strategy for each client to meet those goals.  Based on your current investments, insurance policies, and money managers, we take the time to establish your needs and work to co-develop the most appropriate and effective solutions for you.

Once established, we execute your customized strategy with our staff, as well as our office network of support professionals.  In partnering with this network of experts, which includes attorneys, bankers, and accountants, we can help you optimize your portfolio and understand your financial needs today and in the years to come.


Our Investment Services Include:

• Money Market Instruments

• Bank Certificates of Deposit

• Estate Planning Services

• A wide variety of mutual funds for aggressive and conservative investors

• U.S. government bonds and notes and government agency issues

• Tax free municipal bonds, trusts, and mutual funds

• Insurance programs offered by many of the largest companies in the industry

• Variable and fixed annuities of many highly regarded insurance companies

• Listed stocks and bonds, all exchanges

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck