Harvest Financial Group LLC Information

We are a full service independent Wealth Management firm located just south of downtown Boston, in Braintree, Massachusetts. We offer investment products and services that include access to all of the major exchanges, institutional money managers, mutual funds, and more. There are many things to consider when developing a portfolio; allocation, risk tolerance, time horizon, and what the end goal is to name a few. Or recommendations are based on what we believe to be the best solutions to meet the future needs of our clients. We don't have a questionnaire that determines a prefabricated model for clients. Our investment selections aren't from an inventory of propriety products. We don't have any proprietary products. We realize that people's needs vary and are very personal and specific to them. We develop our recommendations focusing on the individuals not models.