Harvest Financial

Finance · Ohio, United States · 1-10 Employees

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Overview

Headquarters

303 Corporate Center Dr Ste 310, Vandali...

Phone Number

(937) 853-8822

Revenue

<$5 Million

Industry

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

About Harvest Financial

Simply put, we strive to be our client's trusted advisor. As a financial advisory firm, our primary focus is to provide unbiased opinions that are designed to achieve long term investment results. We are dedicated to professionally supporting, educating, and providing informed direction to each and every client and we do this with the highest levels of trust, integrity and respect while always collaborating using a team approach. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience. No one strategy fits everyone, which is why every client gets our undivided attention-from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available. Recognizing that everyone encounters challenges along the way, we striRead more
Popular SearchesHarvest Financialharvestfin.comFmgsuiteHarvest Financial IncSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Harvest Financial

<$5M
1-10
Private
<$5M
2017
N/A
$5.4M
1-10
Private
-
2001
Jay Vinson, Managing Director at Vinson Financial Group
Jay VinsonManaging Director
<$5M
1-10
Private
-
2014
Alexander Nalle, Managing Partner at Oak Wealth Management
Alexander NalleManaging Partner
<$5M
1-10
Private
<$5M
-
N/A
<$5M
1-10
Private
-
2009
LS
Larry ScottCertified Financial Planner
<$5M
1-10
Private
-
1984
CB
Cathy BagbyChief Financial Officer
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Harvest Financial financials insights

Gather financial insights about Harvest Financial, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2021

Debt

$12K

See All Harvest Financial's Financials Insights

Harvest Financial Tech Stack

A closer look at the technologies used by Harvest Financial

Top Finance Companies

Frequently Asked Questions Regarding Harvest Financial

What is Harvest Financial's official website?
Harvest Financial's official website is www.harvestfin.com
What is Harvest Financial's Revenue?
Harvest Financial's revenue is <$5 Million
What is Harvest Financial's SIC code?
Harvest Financial's SIC: 62,628
What is Harvest Financial's NAICS code?
Harvest Financial's NAICS: 52,523
How many employees does Harvest Financial have?
Harvest Financial has 1-10 employees
What industry does Harvest Financial belong to?
Harvest Financial is in the industry of: Finance, Securities Trading
What is Harvest Financial competition?
Harvest Financial top competitors include: Vinson Financial Group, Bagby Wealth Management, Scott Financial Planning and Investments, Oak Wealth Management
What technology does Harvest Financial use?
Some of the popular technologies that Harvest Financial uses are: Cloudflare Website Optimization, Google Cloud DNS, Google Cloud Platform, Datadog
How do I contact Harvest Financial?
Harvest Financial contact info: Phone number: (937) 853-8822 Website: www.harvestfin.com
What does Harvest Financial do?

Simply put, we strive to be our client's trusted advisor. As a financial advisory firm, our primary focus is to provide unbiased opinions that are designed to achieve long term investment results. We are dedicated to professionally supporting, educating, and providing informed direction to each and every client and we do this with the highest level... s of trust, integrity and respect while always collaborating using a team approach. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience. No one strategy fits everyone, which is why every client gets our undivided attention-from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available. Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future. We invite you to check out all the material on our website. If something prompts a question, please send us a quick email or call our office. We look forward to speaking with you. Knowledge is power.Read More

Is Harvest Financial a public company?
Harvest Financial is private company therefore does not currently have an official ticker symbol
See more information about Harvest Financial

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