Oak Harvest Financial Group
Just started using Oak Harvest 6 months ago for managing our retirement assets. My wife was very apprehensive with regards to changing our financial advisor. We scheduled an initial appointment with Oak Harvest where we met Troy Sharpe. During this meeting Troy was super attentive to our needs, asked many questions and in the end opened our eyes to the financial possibilities that we were not aware before. For our second meeting, he prepared a financial plan, went over all details and showed us how we could retire comfortably earlier than we have originally thought. The decision to start using Oak Harvest was a no brainer and the switch over process was as smooth as it can be. Now we are at ease with our future. Thanks a lot to Troy and his team of dedicated professionals for taking...
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Sentiment Analysis
I have been with OH for 9 months and give them a A+ on results, communication and attitude.
I am in awe at the level of care, compassion, understanding, resourcefulness and professionalism Nicole and the entire team display!
Troy Sharpe is very knowledgeable about what is important to retirees and offers a very comprehensive approach to retirement planning using any and all financial instruments to construct a financial portfolio tailored to what's important to each client.
They keep us informed , provide great service, and do a great job representing our best interest.
They were very personable and knowledgeable about retirement investing and set up a good portfolio our future
I started with Oak Harvest 2 years ago, just got back from my review yesterday and was pleasantly surprised and impressed with how well my investments have done.
OHIS has particula planning and tax expertise to bring to the financial services field.
Oak Harvest's tax optimization service is the best.
He shared with me the analysis prepared for me even though I chose not to be a longterm client.
I also like that they have encouraged fellow clients to meet and interact with each other, where we can ask each other question, and just meet others in similar stages of life.
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