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We're ready to empower you to do what matters most
Harvest Wealth Group strives to help you with your financial planning needs.
We operate in an industry built on trust. This can only be achieved through communication and experienced support—from your first meeting to your ten-year anniversary.
Why Choose Harvest?
- Comprehensive financial services for every stage of life, including investment strategies, risk management, and retirement design.
- Personalized financial planning that is easy to understand, implement and modify as needed.
- Experienced team passionate about providing financial clarity and confidence.
Wherever you are on your financial journey, our team is here to help you every step of the way.
Location
Our office is conveniently located in the heart of Exeter, CA. You’ll find us on the corner of Maple and E.
Location
Our office is conveniently located in the heart of Exeter, CA.
You'll find us on the corner of Maple and E.
Form CRS
Ameritas Investment Company, LLC
Ameritas Advisory Services, LLC
Address
Harvest Wealth Group
160 S E Street, Exeter, CA 93221
Phone: (559) 592-3200
Email: Contact@harvestwealthgroup.com
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*Representatives offers products and services using the following business names: Harvest Wealth Group – insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC – securities and investments | Ameritas Advisory Services (AAS) – investment advisory services. AIC and AAS are not affiliated with Harvest Wealth Group.
Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AIC and AAS do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.
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