Oak Harvest Financial Group

"I have been with OH for 9 months and give them a A+ on results, communication and attitude. Serious, open and knowledgeable - I think it was one of better financial decisions. FYI my AUM at Oak Harvest are low 7 figures. Kudos to Lizzie, Ryan and Adrienne"

"I started working with Oak Harvest and Nicole about a year ago. I am in awe at the level of care, compassion, understanding, resourcefulness and professionalism Nicole and the entire team display! They always listen to my concerns and give me viable options which have resulted in my feeling financially secure. I know they are always watching out for me. I cannot say enough good things about Oak Harvest! Thank you Jessica for leading me to your door and Nicole for your spot on recommendations! I feel truly blessed!"

"Oak Harvest Financial and Jared Kenney is a winning combination. I have been investing in the markets for over 20 years managing my own personal financial accounts. I performed considerable research before selecting a financial consultant to invest our mothers savings. We concluded that Oak Harvest is a solid, professional investment firm with the personal touch guided by Troy, Chris and team. After meeting with Jared and Chris we decided to invest with Oak Harvest. It has been just over a year and our mothers accounts have recognized exceptional performance. My brother and I have a high confidence level with the integrity of this firm. Integrity, friendly attitudes and sound investing technique provide the comfort level we were seeking to invest for our mom. At some point in the future Oak Harvest will be the investment firm I choose to manage my own personal accounts. In conclusion, if you are seeking a smart group of qualified investment professionals I highly recommend Oak Harvest"

"We have only been with Oak Harvest Financial Group for a short while and have been pleased with the Retirement 360 program. We had always managed our savings on our own but knew we needed help as retirement was approaching. We visited with a few local and national firms, but it always felt like something was missing. I had heard about Oak Harvest from The Retirement Income Show on the radio, so I visited the website and read about the Retirement 360 program and realized what was missing with the other financial firms. It was all in the Retirement 360 program, so I made the phone call and scheduled an appointment. I am confident we made the right decision to let Oak Harvest guide us through retirement. We met with Jessica, Nicole, and Eric at Oak Harvest, and they were patient with us and explained everything in terms we could understand. The entire team has been professional and treated us like family. We recommend the team at Oak Harvest Financial Group."

"I have been working with Oak Harvest for over 4 years since retiring. I evaluated about a half a dozen financial firms and selected them based on their exceptional fiduciary advisory services and responsiveness to me. I continue to highly recommend Oak Harvest and refer perspective clients. Oak Harvest has financial expertise and staff available in all retiree areas such as investments, annuities, insurance, tax planning, etc. They are very responsive having client concierges available when I call to help complete transactions such as account set-ups, investment transfers, etc or provide further guidance from experts within the firm. I always get a live person quickly when I call, no automated telephone system first. Overall Oak Harvest provides a much higher service level and broader client support on all aspects of retirement based on my experience versus the large brokerage firms management services. They have excellent, easy to use online tools for financial, risk, budget and tax planning with great tech support. Their weekly market and retirement sessions by Troy and Chris are very helpful. Once Oak Harvest sets up the investments after retirement, essentially its "set it and forget it" for me in terms of my effort now. This also provides me peace of mind from a financial investment decision perspective since they track the market and rebalance my portfolio accordingly versus me to optimize return on investment. Oak Harvest does perform annual reviews with me for taxes, investment performance and my personal plan changes which I find very helpful. Thank you Oak Harvest for a job well done."