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...
Official Website
We’ve sourced these Highlights directly from the business, so there may be some errors or omissions. Let us know if you have any feedback or suggestions on how to make this information better!
Rates, surcharges and fees are advertised on Oakharvestfg.com
Sentiment Analysis
I am in awe at the level of care, compassion, understanding, resourcefulness and professionalism Nicole and the entire team display!
They were very personable and knowledgeable about retirement investing and set up a good portfolio our future
Really like their approach to retirement planning.
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.
There is no cookie cutter approach in their business model and they put a high priority on educating prospective clients in order to assist them in making informative decisions.
After our initial meetings to see where we were at savings wise and determining our risk tolerance they presented a “multi-bucket” financial plan that I accepted and is working quite well with returns even making it through recent market down swings unscathed.
Oak Harvest's tax optimization service is the best.
Oak Harvest has all the qualities that an investment firm could possibly have and very pleasant to work with.
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.
They provide comprehensive advice on all aspects of retirement from a financial perspective.
Your opinion is important
We invite you to share your experience in a review.
Read more reviews on:
Please leave us a review and let us know about your experience.