CHARTING YOUR FUTURE

Our company is based on the principle that the understanding of one's current financial situation is vital to successfully making prudent decisions concerning one's future financial condition.
Rosemary Caligiuri and the financial professionals at Harvest Group Financial Services have been featured in the national media. Roll over the images for quotes from featured articles.

Philadelphia Magazine Five Star Wealth Manager

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

Retirement Advisor
Jan.2014

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

The Edge

"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

Suburban Life

"As we face new economic realities, many are saying that the baby boomer generation is in a retirement crisis. Multiple factors challenge their ability to retire, and many are finding..." Read More

SmartMoney

"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

Barrons

"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

Forbes

"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

Newsweek Magazine Wealth Manager of Philadelphia Oct. 2010

"Creating holistic, innovative solutions to my clients' financial needs is the force that has fueled my business for over 20 years." Read More

If your plans for retirement income that you believe to be true, turned out not to be true - when would you want to know?


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.


Hands-on financial guidance


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.