Harvest Rock Advisors, LLC

Carl Helrich 

on Google

3 weeks ago

I've known and worked with Tim for about twenty years. He's the most insightful and experienced financial advisor I've ever met, full of integrity and the ability to see the forest for the trees. I feel fortunate that he's been with me through the growth of my business, and there's no doubt in my mind he is one of the reasons for our success. His team of Carrie and Heather have been awesome as well. I recommend them whole-heartedly for all your financial needs! 

Julie Bozich 

on Google

a month ago

For the confidence and trust earned over many years through demonstrated expertise, competence and efficiency, I am grateful for Harvest Rock Advisors. Acute attention and responsiveness to our personal circumstances has made a significant difference. When my husband suddenly passed away, Tim and his team literally came to my rescue without delay, managing funds and coordinating seamlessly with other professionals, including our attorney and accountant. The ease and grace with which they managed the situation was and remain... read more

Chris Wright 

on Google

2 months ago

I changed jobs and needed to move my retirement account from my past employer. Tim amd Heather took on my rollover and have been managing it since. I am very happy with the progress of the account. It is a blessing to have someone watching the account with my needs and goals in mind, especiallyin these crazy times. I would highly recommend Harvest Rock to all! 

teresa laucks 

on Google

5 months ago

Where else can you find reputable, responsible, intelligent and down to earth advice about the confusing world of finances. We came to Harvest Rock, because a light bulb went off in our heads about a 5 year relationship with someone who clearly had only HIS best interests in mind. Tim was open, kind, sympathetic but most of all knowledgeable to the twists and turns (downturns) we were experiencing. He helped us every step of the way to exit the we were with WITHOUT the guarantee that we would indeed put our investments with... read more

douglas gabel 

on Google

2 months ago

We like the "down to earth" financial advice Harvest Rock provides. It is always understandable and gets us where we want to be financially. They look out for their client's best interest. We would recommend them in a heartbeat!