The Harvey Group

Finance · Virginia, United States · 1-10 Employees

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Overview

Headquarters

119 Oronoco St Ste 102, Alexandria, Virg...

Phone Number

(703) 549-5447

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About The Harvey Group

The Harvey Group specializes in financial planning, offering trusted guidance to clients throughout their financial lifecycle. Their multigenerational team of advisors caters to executives, entrepreneurs, federal government employees, and young investors, focusing on innovative strategies to meet sophisticated wealth management needs. The firm emphasizes achieving a greater Return on Life rather than merely maximizing investment returns. They provide complimentary consultations to help clients pursue their financial goals.Explore more
The Harvey Group's Social MediaPopular SearchesThe Harvey GroupStephen Harvey LLCThe Harvey Group LLCHarvey GroupHarvey Group - LLCSIC Code 62,628NAICS Code 52,523Show more

The Harvey Group Org Chart

PhoneEmail
JB
United States flag for contact location.

Founding Partner, Certified Financial Planner...

PhoneEmail
JG
United States flag for contact location.

Wealth Advisor & Financial Planner

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

The Harvey Group

<$5M
1-10
Private
-
2005
JB
John BernardsFounding Partner, Certified Financial Planner Professional
$8.6M
11-50
Private
-
2010
EK
Erich KelleyWealth Advisor
<$5M
11-50
Private
-
2007
DM
DeEtte MooreOffice Manager
<$5M
1-10
Private
-
2018
N/A
<$5M
1-10
Private
-
2009
N/A
<$5M
1-10
Private
-
1986
<$5M
1-10
Private
-
1991
SR
Sharon RatcliffChief Financial Officer
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

The Harvey Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

The Harvey Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about The Harvey Group.

The Harvey Group Tech Stack

A closer look at the technologies used by The Harvey Group

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Frequently Asked Questions Regarding The Harvey Group

What is The Harvey Group's official website?
The Harvey Group's official website is www.steveharveyllc.com
What is The Harvey Group's Revenue?
The Harvey Group's revenue is <$5 Million
What is The Harvey Group's SIC code?
The Harvey Group's SIC: 62,628
What is The Harvey Group's NAICS code?
The Harvey Group's NAICS: 52,523
How many employees does The Harvey Group have?
The Harvey Group has 1-10 employees
What industry does The Harvey Group belong to?
The Harvey Group is in the industry of: Finance, Securities Trading
What is The Harvey Group competition?
The Harvey Group top competitors include: Strategic Wealth Planning, Financial Sources, Sterling Total Wealth Solutions, Drysdale Wealth Management
What technology does The Harvey Group use?
Some of the popular technologies that The Harvey Group uses are: DocuSign, DigiCert, Amazon Web Hosting
How do I contact The Harvey Group?
The Harvey Group contact info: Phone number: (703) 549-5447 Website: www.steveharveyllc.com
What does The Harvey Group do?

The Harvey Group specializes in financial planning, offering trusted guidance to clients throughout their financial lifecycle. Their multigenerational team of advisors caters to executives, entrepreneurs, federal government employees, and young investors, focusing on innovative strategies to meet sophisticated wealth management needs. The firm emph... asizes achieving a greater Return on Life rather than merely maximizing investment returns. They provide complimentary consultations to help clients pursue their financial goals.Read More

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

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