Harvest Group in the News
Knowledge. Passion. Integrity.
At Harvest Group Financial Services, we seek to add value to our community and are dedicated to the success of our clients. Using the highest standards of ethics, we focus on helping our clients as they seek wealth accumulation and preservation, retirement income security and the ability to pass on the legacies they have built throughout their lifetimes.
This commitment to excellence has been recognized throughout the nation by leading industry publications and organizations. The descriptions below are just a few of the many accomplishments Rosemary Caligiuri and her partners at Harvest Group Financial Services have achieved in recent years.
Newsweek Magazine |
Forbes "Whatever your short - or long-term goals, Philadelphia's financial experts are prepared to get your money on the right track and keep it moving |
Barron's Dow Jones Business and "You might also consider index-linked annuities," said Caligiuri. "These cushion the downside – you'll never have a return below zero, even in a year like 2008.". |
If you would like copies of any of the featured publications, please fill out the form below. |
The Wall Street Journal "Investors need the stability of income because they might not have a pension to rely on anymore," said Rosemary Caligiuri. "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." |
Senior Market Advisor |
Philadelphia Magazine |
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KYW News radio |
Rosemary Caligiuri was named Advisor of the Year by Senior Market Advisor!
Rosemary was also recently featured in The Edge magazine. |