Awarded to less than 2 percent of area Wealth Managers, this elite status is based on nine criteria including integrity, expertise, value for fee charged and overall client satisfaction. Read More
The Dual Licensed Advisor- "More advisors are realizing Baby Boomers want their retirement planners to be just like Rosemary Caligiuri, licensed to provide both insurance and securities sales."Read More
"Trust is earned and not bestowed. I have to give customers something before they give me their trust. I don't charge a fee for my services, so they get an enormous amount of information at our first appointment." Read More
"Our specialty lies in making proper allocation of a client's money for a lifetime or even two lifetimes... a lifetime income stream for our clients and leave tax-free money to their heirs..." Read More
"If retirees can cover basic expenses with cash flow investments, they can use other parts of their next egg as 'risk money,' to make bets that could yield bigger returns when the economy gets healthier." Read More
"You might also consider index-linked annuities. These cushion the downside – you'll never have a return below zero, even in a year like 2008." Read More
"From the entire universe of products we choose only those that best suit our clients objectives. Our focus has always been 'client first'." Read More
"Creating holistic, innovative solutions to my clients' financial needs is the force that has fueled my business for over 20 years." Read More
Retirement should be the long-awaited harvest you've envisioned for so many years. By working with our trusted wealth management team now, you can rest easy knowing you're on track for a plentiful retirement.
You work hard for your money and you should never have to worry about outliving your life savings. The financial professionals at Harvest Group Financial Services are dedicated to providing the lifetime income strategies you need to retire with confidence.
At Harvest Group, we believe that when it comes to financial guidance, the client should always come first. We truly care about our clients and promise to use our knowledge, passion and integrity to turn their retirement dreams into reality.
Using a hands-on asset management process, we do everything in our power to keep our clients focused on where they want to go before and during retirement, advise them on how to get there, and continually remind them of the importance of maintaining a disciplined approach.
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