Making Your Hopes & Dreams a Reality !
What We Do
As an Independent firm we offer our clients Guaranteed Lifetime Income to mitigate the four risks of retirement:
- Purchasing Power
For our clients who qualify, we offer Tax-Free Income!
Harvey Financial Services, Inc. believes every client should receive the protections they deserve!
That is why we work every day to ensure that:
- We work with Superior Rated companies.
- Every Annuity and/or Life product used is Truthful, and not misleading
- Any product sold is Suitable for that client's needs
- Clients receive Complete Disclosure about the product before purchase
We are focused on helping our clients meet their goals.