Harfst and Associates

Finance · Oregon, United States · 1-10 Employees

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Overview

Headquarters

1970 Ashland St, Ashland, Oregon, 97520,...

Phone Number

(541) 488-2634

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1

About Harfst and Associates

Harfst and Associates, Inc. is a wealth management firm located in Ashland, OR, offering sophisticated financial solutions tailored to the unique needs of business owners, corporate retirement plans, endowments, families, non-profits, and retirees. Their services include business planning, retirement planning, estate planning, and portfolio management, aiming to provide a personalized experience designed to align with clients' specific goals. The firm is committed to applying their proven expertise effectively, ensuring clients navigate the complexities of the financial landscape successfully. Their client-focused approach distinguishes them in the industry, making financial planning a tailored and comprehensive experience.Explore more
Harfst and Associates's Social MediaPopular SearchesHarfst and Associates IncHarfst and AssociatesHarfst Associates IncHarfst & Associates IncHarfst andSIC Code 62,628NAICS Code 52,523Show more

Harfst and Associates Org Chart

RH
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Chief Executive Officer & President

PhoneEmail
MC
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Client Services Associate

PhoneEmail
SH
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Account Services Specialist

PhoneEmail
SV
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Client Services Assistant

PhoneEmail

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Harfst and Associates

<$5M
1-10
Private
-
1989
RH
Robbie HarfstCEO & President
$36M
1-10
Private
-
2013
LW
Lori WedlakeFounder & Managing Director
$7.6M
11-50
Private
-
1962
<$5M
11-50
Private
-
2011
<$5M
1-10
Private
-
1982
<$5M
1-10
Private
-
1962
RD
Robin DrummondClient, Trinitas Wealth Management Relationship Manager
<$5M
1-10
Private
-
1962
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Harfst and Associates is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Harfst and Associates is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Harfst and Associates.

Harfst and Associates Tech Stack

A closer look at the technologies used by Harfst and Associates

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Frequently Asked Questions Regarding Harfst and Associates

What is Harfst and Associates's official website?
Harfst and Associates's official website is www.harfstandassociates.com
What is Harfst and Associates's Revenue?
Harfst and Associates's revenue is <$5 Million
What is Harfst and Associates's SIC code?
Harfst and Associates's SIC: 62,628
What is Harfst and Associates's NAICS code?
Harfst and Associates's NAICS: 52,523
How many employees does Harfst and Associates have?
Harfst and Associates has 1-10 employees
What industry does Harfst and Associates belong to?
Harfst and Associates is in the industry of: Finance, Securities Trading
What is Harfst and Associates competition?
Harfst and Associates top competitors include: DB McKenna, Fortune Wealth Management, Reynolds Wealth Management, MoonDance Investment Advisors, LLC
What technology does Harfst and Associates use?
Some of the popular technologies that Harfst and Associates uses are: Ruxit, Enom DNS Hosting, YouTube, Vimeo
How do I contact Harfst and Associates?
Harfst and Associates contact info: Phone number: (541) 488-2634 Website: www.harfstandassociates.com
What does Harfst and Associates do?

Harfst and Associates, Inc. is a wealth management firm located in Ashland, OR, offering sophisticated financial solutions tailored to the unique needs of business owners, corporate retirement plans, endowments, families, non-profits, and retirees. Their services include business planning, retirement planning, estate planning, and portfolio managem... ent, aiming to provide a personalized experience designed to align with clients' specific goals. The firm is committed to applying their proven expertise effectively, ensuring clients navigate the complexities of the financial landscape successfully. Their client-focused approach distinguishes them in the industry, making financial planning a tailored and comprehensive experience.Read More

What are Harfst and Associates social media links?
Harfst and Associates Linkedin page
Is Harfst and Associates a public company?
Harfst and Associates is private company therefore does not currently have an official ticker symbol
See more information about Harfst and Associates

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