The Harvest Financial Group LLC is a full service investment firm located in Braintree MA.
We are a full service investment firm helping our clients in all aspect of financial
planning. We have extensive experience working in all areas of financial planning as well as multiple approaches to help you meet your financial goals.
We help individuals, families, and small business owners realize their financial goals by working with them to develop and implement a customized financial strategy.
Effective financial planning is critical to long-term success. We provide our clients with an investment roadmap to achieve their goals.
Our experienced team is made up of CERTIFIED FINANCIAL PLANNER™ professionals, one of the industry’s most respected designations as well as advisors currently preparing for the CFP® exam.
Investing isn't just about numbers and the bottom line. It's about goals, dreams, and purpose. By bridging the gap between
Financial Planning and Life Planning, we help you design a program that connects money (how you earn it, how you save it,
how you invest it) with what matters.
Coach
We help our clients identify their goals and achieve them.
Counselor
We address your specific financial situation and guide you through the tough decisions.
Consultant
We help improve your career or business with creative financial strategies.
Confidant
We go beyond the numbers to make sure you feel confident in your decisions.
Having a relationship with the Harvest Financial Group, you will benefit from diversified wealth management firm focused
on providing unparalleled personal attention and meticulously tailored financial advice.
