Financial Harvest Wealth Advisors is a full-service registered investment advisor offering a wide range of wealth management services. We help over 200 families preserve their wealth, independence and autonomy in ever-changing environments so that they can focus on what is most important to them. When clients are not troubled with concerns about their wealth, they can then move and act in the world autonomously to allow them to have the greatest impact on their families, friends, clients, colleagues, and community members. Our services amplify our clients' capacities for engaging their families and communities to positively affect generations to come. ______________________ This information is intended to be used for educational purposes only and does not constitute tax, legal, or investment advice.
View Top Employees from Financial Harvest Wealth AdvisorsWebsite | http://financialharvest.com/ |
Revenue | $872000 |
Employees | 13 (10 on RocketReach) |
Founded | 2005 |
Address | 1091 W Morse Blvd, Winter Park, Florida 32789, US |
Phone | (407) 937-0707 |
Fax | (407) 937-0706 |
Technologies |
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Industry | Financial Services, Finance General, Tax mitigation, Wealth preservation, Wealth transfer effectively, Finance |
Web Rank | 30 Million |
Keywords | Leigh Cleeveley |
SIC | SIC Code 62 Companies |
NAICS | NAICS Code 523 Companies, NAICS Code 52 Companies |
Looking for a particular Financial Harvest Wealth Advisors employee's phone or email?
The Financial Harvest Wealth Advisors annual revenue was $872000 in 2024.
Leigh Cleeveley is the Director of Operations at Financial Harvest Wealth Advisors of Financial Harvest Wealth Advisors.
10 people are employed at Financial Harvest Wealth Advisors.
Financial Harvest Wealth Advisors is based in Winter Park, Florida.
The NAICS codes for Financial Harvest Wealth Advisors are [523, 52].
The SIC codes for Financial Harvest Wealth Advisors are [62].