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:

  • Longevity
  • Purchasing Power
  • Investment
  • Healthcare

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.