Reviews - Oak Harvest Financial Group

CLIENT REVIEWS

See what our clients have to say about Oak Harvest Financial Group

For over a decade, Oak Harvest Financial Group has worked with families to help them simplify the complexity of their money and, most importantly, to help them figure out what it’s all for.

See how we’ve been doing by reading reviews directly from clients.

POD Team Flyer_ Jessica Cannella, women events 1

7/13/2026

Joel F.

Working with Janice whitten and Nicole Riney has been very professional and informative. It has been a pleasure working with them. My prior investment manager did not have the tools that oak harvest has provided. My wife and I are happy we switched.

5/23/2026

Mike V.

We could not be happier with our advisor Ed.

7/25/2026

Kathy L.

I would need a few days to put my thoughts in writing. It is almost 11:00 pm, & I have had a very long day. I am very thankful for Oak Harvest & would be more than happy to let others know they could not find a better place to help plan for their future after retirement. Kathy

7/20/2026

Mike R.

Nicole does an excellent job with our account.

5/13/2026

Brian K.

I have been extremely pleased with Ed Rossi and the professional services he provides.

5/13/2025

Ralph B.

We started quite a few years ago with an investment in a Security Benefit Income Annuity. Over the years as we became more comfortable with our adviser, we moved more funds and IRA's over to Oak Harvest and the advice they gave us regarding RMD's was helpful. When we had an inheritance that included equities we sent them to Oak Harvest and we have been making strategic changes to our portfolio that meet our goals based upon their advice. Oak Harvest gives us great help in planning our taxes throughout the year. They recently helped us invest in asset based Long Term Care policies. We have confidence working with Oak Harvest and specifically our adviser.

5/13/2025

David G.

I have been with Oak Harvest for about 2.5 years. They never are pushy asking for more assets or transferring 401ks to them. They have created a warm stress - free environment for discussions, only driving me to give them more assets as I am now. They have always been professional and very informative. I do not believe the average one or two man financial office can offer the financial spectrum that Oak Harvest does. I have not known of many that actually have 3 stock market gurus picking stocks for us.
The knowledge base educating me on reducing taxes with Roth conversions will ultimately help us down the road.

5/27/2025

Steve S.

The services provided by Oak Harvest are very personalized and wholistic, which gives me much more confidence as I get ready for full retirement. I am treated with respect and as a valuable client.

5/13/2025

Barbara L.

OHFG is unique in their industry. They provide a suite of expertise from estate planning to tax planning to support their superior financial planning. We know in real time what impact any transaction we execute has on our tax liability. The entire staff is very professional and so talented. Troy Sharpe has truly put together a winning team. We looked long and hard, and no other company could compare.

5/14/2025

Steve L.

I found Oak Harvest on youtube. I was there because I love to entertain myself listening to others perspective. After deciding to meet with Oak harvest in person I knew they were a company I needed and wanted.Its been over a year and I am on a winning walk into retirement within a few weeks thanks to their financial planning. Don't put off making that investment in your life today.Get with Oak Harvest today and start your exciting journey with a company you can count on .You will be glad you did.

5/18/2025

Carolyn B.

I have been with several other financial advisors. Oak Harvest is the first to provide a comprehensive understanding of my total portfolio, and confidence in meeting my retirement goals.

5/13/2025

Daniel D.

I and my money feel very secure with Oak Harvest Financial Group!

7/13/2026

Gary B.

None at this time

5/15/2025

Eric A.

I find Oak Harvest Financial Group to be professional, courteous and explains investment and tax strategies to me so that I understand and help to educate me and not sell me something. Working with Eric Nguyen CFP; @ Oak Harvest to be pleasant and informative. Very knowledgeable about Financial investments. Thanks Eric

6/13/2026

James C.

We have been extremely pleased with the guidance and service provided by Oak Harvest Financial Group. Their team has taken excellent care of our financial needs, offering thoughtful advice, personalized planning, and responsive support every step of the way. Their professionalism and commitment to helping us achieve our financial goals have given us confidence and peace of mind for the future.

7/27/2026

Robert P

My wife and I have been clients of OHFG for almost three years. During this time we have been extremely satisfied with the level of service we have received regarding our portfolio and risk mitigation. We feel very comfortable with our investment allocation regardless of market fluctuations.

8/6/2026

Kermit S.

Very efficient and effective

7/17/2026

Kevin H.

We have total faith that Nicole has our best interest in mind in all of our investments. Like everyone else in the world, I would like to see the balance grow faster.

4/23/2026

Jeff L.

The team at Oak Harvest has provided a full array of retirement planning guidance, tax planning, and investment management that has helped my wife and I have confidence in our future. Our advisor, Ed Rossi, has helped us imagine and realize a plan aligned to our needs and dreams by listening and guiding our decision making - investment allocation and risk trade offs, Roth conversion planning, social security timing, charitable giving and many other topics. And, the Oak Harvest investment team has an approach to investing in quality companies backed by an extensive set of data points that drives portfolio performance in the interest of their clients. This investment approach has resulted in a steady hand during several sharp market downturns over the four years since becoming a client, resulting in positive results for our portfolio. The bottom line is the decision-making and investment results we’ve experienced workshop Oak Harvest have added value to our retirement future and legacy well beyond the cost of admission.

5/27/2026

Dave & Darlene B

Oak Harvest has been a good stewardship with our investments. They are transparent and responsive. I am semi retiring at the end of this year and I am so glad we signed up with Oak Harvest 6 years ago. Our retirement is in good hands with Oak Harvest.

5/27/2025

Leah J.

I am very happy with the service that Oak Harvest has provided me and helping me be secure in my financial future.

5/21/2025

Carmen S.

We are so very comfortable with Oak Harvest FG. Financial security is of utmost importance to us. It’s an incredible relief to have it handled by such a trustworthy firm.

5/14/2025

Rodney T.

Dustin Humrich communicates ideas to me in a manner that I can understand. He is intuitively aware when I don't understand something ( i get gears and whistles popping and zinging when it comes to money and numbers ) and he takes the time to be transparent and clear without talking down to me. We also trust him, as well as Oak Harvest, to be honest and transparent. Thank you!

5/30/2025

Samuel T.

I’m getting close to retiring so see you soon

5/21/2025

Warren B.

I feel like Oak Harvest provided me with the broadest range of investment opportunities and services, from annuities through conventional equities investing. They also addressed my needs for estate and tax planning all in one comprehensive package.

5/13/2025

James B.

The investment team is doing a great job growing my investments and my advisors are available as needed plus for our regularly scheduled meetings. I’m sticking to my retirement strategy that we developed and there have been no surprises . That is the core of what I expected from my retirement advisor and Oak Harvest has delivered. The frequent communications, educational sessions and the lunch and learning sessions have also been appreciated.

5/14/2025

Melissa W.

I appreciate the support& guidance we receive.

5/13/2025

Richard K.

I've been working with my financial advisor from Oak Harvest for several years now, and I can't speak highly enough of the experience. From the beginning, they took the time to understand my goals and tailored a plan that fits my unique needs. They are always responsive, patient with my questions, and proactive in keeping me informed, even during uncertain market conditions. Most importantly, I trust their guidance completely—I know they have my best interests at heart and are genuinely invested in helping me succeed financially.

5/20/2025

William N.

OakHarvest invests my money and I pay them to do so. I don't see massive swings unless the world is being emotional but I do see a slight continued incline which keeps me around.

7/17/2026

Kurt L.

Oak Harvest in conjunction with recommendations for setting up a trust was a game changer for our retirement. I recommend them highly.

8/15/2026

Patrick W.

I have complete confidence in your work and your professionalism

7/27/2026

Mike D.

OakHarvest provides the personal one on one service that I was looking for. I want to know who I am working with and more importantly. I want them to know me.

7/25/2026

John P.

"I am extremely pleased with Nicole and Vicki. Nicole takes the time to explain things and answer our questions, and Vicki is very responsive to our requests. Thanks for all you do for us."

7/23/2026

Tim M.

"As I was drawing close to retirement, we found that it was time to gather our personal investment accounts together with my employee accounts so that we could best optimnize and plan for our long term future.

After interviewing with several advisors, we found OHFG to be straight forward and very in line with our desired approach to planning the years ahead. All o fthe advisors that we have met, have been honest and forthcoming.

We needed objective, honest, non-biased advisors to move us forward.

My strongest advice to anyone is to find and trust a fiduciary advisor sooner than later.

We found that with OHFG."

5/23/2026

Alan J.

OakHarvest has a small, attentive, skilled team to provide personalized support and guidance. Confidence and accountability go hand in hand. Very happy to be on board!

5/23/2026

John C

We are grateful for OHFG's assistance in our financial planning and future.

5/23/2025

Fonda C.

Nicole is very knowledgeable on our retirement planning regarding Roth conversation and RMD for myself and my husband.

5/18/2025

Susan R.

Lizzie is the best!

5/14/2025

Edward A.

The best investment company in the USA!!!

5/13/2025

David S.

Their integration of tax planning into the overall strategy they created for me has been very valuable. Also, their ability to run simulations that show the resilience of my portfolio during market downturns, inflation, etc., gives me confidence that I'm working with people I can trust.

5/13/2025

Alan C.

We have been with Oak Harvest for over a year now and it has changed our entire outlook on retirement. We no longer worry about stock market fluctuations because our future income is protected. We are totally enjoying retirement thanks to the peace of mind we have with Oak Harvest. I don’t think any financial decision we have ever made has had such a positive impact. Hiring Oak Harvest changed our lives and we are grateful.

5/14/2025

Rickey L.

The people that work there are very professional and care about the customer's needs.

5/14/2025

Brian R.

Great company which continues to guide my wife and myself toward a successful future retirement

5/14/2025

Tammy T.

Ryan and Lizzie are always available to answer any questions my husband and I may have. They are very knowledgeable and efficient. We love our quarterly visits with them.

5/15/2025

Lee T.

Oak Harvest invests my money carefully as if it were their own. I feel confident that they have my best interests in mind.

5/28/2025

Peter D.

Oak Harvest has been our trusted financial advisor for over five years. Troy and team provide exceptional expertise in the management of our investments for retirement. He was instrumental in our decision making concerning investments in our ROTH IRA's through his radio broadcasts which play an important role in our retirement.

The fact they are a local company is truly a bonus to us. This company is comprised of very friendly, skilled individuals, working together for our best interests concerning our financial future.

It is of great benefit to me to have online access to the stock portfolio in which our money is invested. I follow the markets and am familiar with specific company's. Their investment team is very knowledgeable and depending on ones risk appetite accommodates above average returns in our investment account.

Dustin is our advisor at Oak Harvest. He continues to provide exceptional guidance with a very friendly and professional attitude. In the many years of managing our retirement investments they have done very well. We highly recommend Oak Harvest to anyone looking for a trustworthy, knowledgeable and capable investment management firm for your retirement investments or otherwise.

5/16/2025

William H.

Great folk, very kind and respectful. Very trustworthy group of folk!! Highly recommended!!

5/15/2025

John B.

I believe that Oak Harvest treats my investments as if it was their investments. My advisor has my back and communicates with me on a regular basis. With the recent drop in the Dow due to tariffs, my total investments dropped at less than half the Dow Jones during this period. My advisor was adamant in advising me to not panic, and not to sell any of my investments during this period. Now, the market has bounced back. Thank you Oak Harvest.

5/15/2025

Donald L.

Great focus and availability from the front desk to Troy Sharp!

5/20/2025

Susee M.

I am really pleased to work with Ed Rossi. He answers my phone calls and replies to my emails promptly and answers all my questions very patient during our zoom meetings. Explains everything clearly. It has been a pleasure and a blessing working with Ed Rossi.

5/13/2025

Paul F.

We have been a client with Oak Harvest for 3 years now. They have guided us through some uncertain times and we have always come out the other side better off than when we started. We think the investment team at Oak Harvest is doing a great job to capture future gains in the market with less risk than just investing in an Index fund. Their periodic web casts are a great way to interact with the entire team as they explain the current trends in the market. If you are looking for a firm who truly cares about the success of your future retirement, Oak Harvest might be the one to talk to?

5/14/2025

Keith J.

I moved from another financial advisor firm to Oak Harvest because you offered more of a full service approach. It’s not always about the money but what to do with it and at what time. I am very happy with Oak Harvest and everyone working there.

5/13/2025

Richard M.

I really like the service I receive from Oak Harvest. Ed and Chad, whom I've met with, give me the feeling that they understand my situation and do their best to reassure me that I will be just fine in retirement. The whole crew are very personable and have a good sense of humor, which I like. Very careful treatment of Roth conversions are much appreciated. One of the reasons I tried Oak Harvest is their focus on taxes. I'm very pleased with their knowledge of taxes in retirement. I don't regret for a moment, going with Oak Harvest.

5/14/2025

Melissa W.

I appreciate the support& guidance we receive.

5/14/2025

James M.

Ed is always there when I need him. He is extremely knowledgeable and passionate in meeting his clients needs I trust Ed emphatically!

5/15/2025

Matthew H.

The entire Oak Harvest team is fantastic. They listen to your concerns and ideas and help you build a plan for your future.

5/20/2025

Mary S.

Wonderful people and company

5/21/2025

Deborah B.

I feel confident in Oak Harvest, our advisor and her team. Confident in their guidance and their intentions really are for what is best for us to be able to live comfortably and not outlive our money.

6/3/2025

David D.

We were with Goldman Sachs for many years as we prepared for retirement but started to lose faith in GS after being handed off to a new advisor. While doing research for our other options, I ran across Troy's presentations on YouTube and really liked what I heard. Being from California, we flew to Houston to meet the team (Ryan, Lizzie, Troy and Chris - and don't want to leave out Nancy at the front desk - she's a sweetheart!) and were really impressed. We worked on a plan, executed it and have been retired now for 3 years with the income that we wanted and our portfolio is doing great. We highly recommend Oak Harvest and their educational YouTube programs, Live Streams and Podcasts!

5/14/2025

Luis P.

The best indicator of the quality of service at Oak Harvest is my ability to sleep at night regardless of market activity.

5/15/2025

Michael G.

I began my relationship with Oak Harvest with an interest in leveraging it's holistic approach to retirement planning (proactively address the impact of taxes) and reputation in the Houston area but have since been very impressed with their level of client engagement with me and my wife which will provide my wife the continuity I value most in the future.

5/22/2025

Glenda M.

the Oak Harvest professionals are top-notch. We are confident that the investment analysts and account managers always have our backs in ensuring that our retirement funds will be there when we need them the most.

5/13/2025

Thomas G.

Working with Oak Harvest has been phenomenal! They have helped my wife and me to transition seamlessly into retirement, feeling financially secure. The communication from our advisors is friendly, candid and wise. Ryan and Lizzie not only answer our questions, but also help us think through the best ways to preserve our legacy.

5/21/2025

Jeffrey Z.

Ed Rossi is an outstanding advisor, and I feel our financial plan will help my wife and me achieve our financial goals.

5/16/2025

David D.

I long felt savvy enough to self-manage my retirement funds and, generally, was doing alright. Oak Harvest's YouTube videos got into my stream. The video helped me realize some gaps in my thought process and planning. The biggest: while I was comfortable with our plan, what would happen to my wife if something happened to me? Oak Harvest has listens to my concerns, responds to my requests, and, above all, helps me sleep better at night, knowing that my wife has someone to help her navigate our finances if needed. I plan on being around for a long time and look forward to a long, prosperous relationship with Oak Harvest, but just in case, we're covered.

5/14/2025

Nancy P.

Not sufficiently knowledgeable to provide a review, testimonial, or referral

5/21/2025

Mark B.

Been retired for a year and a half now and being a client of Oak Harvest I no longer have anxiety about retirement. Our advisor, Lizzie, provides us with advise and guidance that puts us at ease about our retirement. Thankful for the Youtube videos from Troy Sharpe and Chris Perras on how they provide insight into retirement planning and market activity. A calming in the storm so to speak. I have confidence in Oak Harvest's management, in house investment team and advisors providing relevant investment and retirement guidance into and throughout a retiree's retirement journey.

5/18/2025

Maria J.

Top notch Professionals!

5/21/2025

David D.

I no Lizzies family. Her mother is the most honest person I know.so narurall.....

5/14/2025

Ricky C.

None at this time

5/14/2025

Robert P.

Since joining OHFG a few years ago, I’m very pleased with the level of service, products, portfolio growth/management and level of communication this firm has to offer. Nicole, my financial planner/adviser, is awesome to have in managing my portfolio as well as the rest of the team, especially Vicki, who does the behind-the-scene work in ensuring everything is handled efficiently and promptly within my account. Could not be more happier in going with OHFG.

5/16/2025

Curtis P.

As I entered retirement a few years ago, I knew I had to shift from a SAVING mentality to a SPENDING mentality. During my 40 year career up to retirement, I had made all savings/investment decisions on my own. However, I did not really have a forward-looking income plan or tax plan. Oak Harvest empowered my savings to spending conversion by providing the missing parts of my retirement plan while respecting my existing investment risk tolerance and style. While there has been an adjustment allowing the Oak Harvest team to also take over my investment planning, the removal of the day-to-day buy/sell stresses has made for a more enjoyable retirement lifestyle.

5/14/2025

John F.

Approachable, Proactive, Comprehensive Planning and Great Communication!

5/20/2025

Tracy E.

Oak Harvest Financial Group is a standout in financial planning. Their team combines deep knowledge with a genuine commitment to each client’s goals. They offer clear, personalized strategies and deliver with transparency, integrity, and care. I highly recommend them to anyone seeking trusted financial guidance and long-term peace of mind.

5/13/2025

Walter R.

Very satisfied with the service I receive.

5/28/2025

Tish R.

We have been very impressed with the Oak Harvest services and the team members. Sound investment strategies were developed in line with the level of acceptable risks. They are readily accessible to discuss any questions or ideas about our account. Continuous market updates and investment discussions take place weekly and monthly. Oak Harvest is the company you can trust!

5/16/2025

Diego V.

The team at Oak Harvest is an extremely professional group which strives to provide a relevant and holistic financial information as we approach retirement.

5/20/2025

Cynthia C.

Every person we have worked with at Oak Harvest has been very professional, attentive, and a pleasure to work with. We love that you all are anticipating our needs before we even realize them. We have nothing but good things to say about our experience so far. Keep up the great work!

5/20/2025

Matthew R.

Prior to becoming an Oak Harvest client, we were with a well-known national firm. It got to where my advisor would call once annually and check in. As years passed it felt that my Representative lost interest in what wanted to achieve. With Oak Harvests team I like the idea of my wife and I sitting across the table from our financial planner Nicole, looking at each other in the eye and reviewing our strategies and goals. In addition, prior to our departure she will always make sure that we are well informed as where we stand financially as well as answer any questions we might have. The face-to-face meetings are a big positive for us. both Kimberly and I aren't big on facetime or zoom calls unless it's with our grandchildren.

5/14/2025

Douglas A.

We are very happy with the Service, Attention & Results we have received since becoming part of the Oak Harvest Family.

5/28/2025

Donna D.

We are very satisfied with Nicole and others we have dealt with in the five years with Oak Harvest. We feel confident that our finances are in good hands.

5/14/2025

Duane J.

Excellent Service

5/28/2025

Diane N.

Oak Harvest Financial Group has helped my husband & I navigate different challenges in our lives. Our advisor has always had a personal interest in us & our needs. The company has done well in managing our assets & advising us as well as growing our assets.

5/27/2025

William M.

We are confident that we made the right decision to work with Oak Harvest Financial when it was time to retire. We sought a fiduciary advisory firm, and we believe Oak Harvest has our best interests in mind. They have met and exceeded our expectations. We recommend that you give Oak Harvest Financial the opportunity to earn your business.

5/20/2025

Anna R.

I am thankful to Oak Harvest, for giving me the security to transition into retirement. They have gotten to know me and my needs, and have provided an ear to many of my financial questions.

5/14/2025

Flora T.

Great company

5/14/2025

Sharon W.

We have already referred a new client and they are very happy.

Please note, limitations: No clients were compensated for providing their testimonial. Oak Harvest Financial Group asks investment advisory clients to provide commentary as part of our feedback survey. Investment advisory clients that completed the feedback survey between 5/4/25 – 6/30/26 were asked by Nexa to share their rankings and commentary publicly. Published testimonials are from those investment advisory clients that provided their permission, therefore, the rankings and comments shown may not be representative of all client opinions or experiences. Positive comments should not be construed as a guarantee that Oak Harvest Advisors will be able to provide a client with the same satisfactory results. There can be no assurance the clients that provided a testimonial would provide the same rankings/comments in subsequent surveys or remain clients of Oak Harvest Financial Group.