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Who We Are

Harvest Wealth Advisors is an Independent Financial Services firm who specializes in providing strategies to help clients pursue both their short and long term financial goals. When working with a financial advisor it is important to have an open line of communication and an honest client advisor working relationship so that your savings, investments, retirement accounts and employer sponsored savings account are all working in concert with each other in efforts to maximize the yield of your overall portfolio .

Choosing an independent financial advisor is the first step in getting personalized recommendations and impartial guidance based specifically on your needs. True independence offers many choices intended to benefit the client and only the client. We do not sell products. We develop, design and monitor customized financial plans for each of our client’s unique situations.

Our goal is simple, help our clients fulfill the dreams that they are striving so hard to achieve and protect the assets they have worked so hard to accumulate. We only use time tested strategies designed to work with in your risk tolerance and hedge against any potential market volatility

We consider it a privilege in helping clients pursue their dreams and goals. If you have any questions regarding you and or your family’s future financial stability please contact our office. We welcome the opportunity to help you.