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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

Terms and Conditions

Harvest Financial Business Continuity Planning

Harvest Financial is committed to providing reliable, trustworthy service that represents the best interests of our clients and employees in the event of an emergency or significant business disruption. The plan is designed to help prepare for securing employees. safety and firm property, making financial and operational assessments, promptly recovering and resuming operations, protecting the firm.s books and records, and allowing our clients access to their funds and securities.

The business continuity plan considers various scenarios that range in severity from a firm or building only disruption to an emergency on a local or regional level. For example, in the event that the Harvest Financial office/building is inaccessible, alternate locations are established and prepared to facilitate business operations depending on the severity of the emergency. The firm has redundancies in place for its business-critical systems and believes that it can usually be able to resume business quickly, with minimal impact on our clients and employees. Even in an extreme situation where continuing business may not be possible or practical, Harvest Financial has plans in place that provide clients with access to their funds which are held with our correspondent. Our correspondent also has a plan in place to assure clients continued access to their funds and securities.

Harvest Financial.s business continuity plan is subject to change at any time without notice. However, notwithstanding the above, Harvest Financial does not guarantee that for every disaster or business disruption, such plans will be successfully implemented or that such plans will be sufficient and appropriate to avoid, deter or mitigate the disaster or business disruption.

New Account Procedures

To help the government fight the funding of terrorism and money laundering activities, Federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account.

What this means to you: When you open an account, we will ask for your name, address, date of birth and other information that will allow us to identify you. We may also ask to see your driver.s license or other identifying documents.

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