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Work Experience
Partner
Oct 2015 - Present · 9 years and 2 months
Independence Financial Services LLC
Owner
Jun 2004 - Oct 2015 · 11 years and 4 months
AIG Chile
Ceo And Country Manager Life Division
May 1989 - May 1993 · 4 years
Company Details
Harvest Wealth Management is an independent financial consulting firm located in Needham, Massachusetts. Our practice is directed by three core principles: integrity, objectivity and reliability. We help successful individuals around the country simplify their personal finances and reach their goals with confidence. Our intimate process allows us to develop lifelong relationships with our clients and serve as their primary contact for all financial matters. We invite you to learn more about our firm and the experience we provide. - - - - - - - - - - - Advisory services offered through Commonwealth Financial Network. Please review our Terms of Use here: www.commonwealth.com/termsofuse.html
Year Founded
2009
Social Media
Linkedin
Industry
Investment Management
HQ Location
75 Second Avenue Suite 420 Needham, MA 02492, US
Keywords
Financial Planning (Comprehensive)Investment Management (Fee Based)Retirement Planning
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