I have been working with Oak Harvest for over 4 years since retiring. I evaluated about a half a dozen financial firm...
I have been working with Oak Harvest for over 4 years since retiring. I evaluated about a half a dozen financial firms and selected them based on their exceptional fiduciary advisory services and responsiveness to me. I continue to highly recommend Oak Harvest and refer perspective clients.
Oak Harvest has financial expertise and staff available in all retiree areas such as investments, annuities, insurance, tax planning, etc. They are very responsive having client concierges available when I call to help complete transactions such as account set-ups, investment transfers, etc or provide further guidance from experts within the firm. I always get a live person quickly when I call, no automated telephone system first.
Overall Oak Harvest provides a much higher service level and broader client support on all aspects of retirement based on my experience versus the large brokerage firms management services. They have excellent, easy to use online tools for financial, risk, budget and tax
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