Broker Check

Our Services

Licensed in securities and insurance, we offer clients a wide variety of financial products and services. As an independent firm, Harvest provides a full range of products without being captive to a particular investment or insurance company. Clients of Harvest have 24 hour access to their investment accounts via the Internet.

Here is a look at what we offer:

Investment Strategy & Management

Stocks & Bonds

Mutual Funds

Real Estate Investment Trusts


Retirement Strategies

401(k) Rollovers

Life Insurance

Long Term Care/Long Term Care Hybrid Policies

Medicare Supplement Insurance

529/College Savings Plans

Estate Planning

Fee Based Financial Planning

Tax Planning

Tax Preparation & Electronic Filing