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BBB Rating & Accreditation

Accredited Since: 10/20/2010

Years in Business: 12

Customer Reviews are not used in the calculation of BBB Rating

Oak Harvest Financial Group
4.8
Based on 48 reviews
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John Lemmel
John Lemmel
13:40 01 Sep 21
In the early teens my wife and I attended one Troy’s early seminars as I was getting ready to retire. We were so impressed by Troy’s openness, fr responsiveness, and in-depth knowledge of the issues... retirees face she and I had several discussions on how we wanted to proceedOur 501’s constituted the bulk of our assets and they were being managed well but we thought adding a bit of home based diversification would be useful. So I started more detailed inquiries with Troy and his team and rapidly came to the conclusion that he and his firm fit our needs better than the competition.Over the years, the ups and downs in the economy Oak Harvest has never failed to protect our interests and provide stellar results.All this with the most personal service imaginable.There is only a small portion of our assets being managed elsewhere. By me. I have always been intrigued with the markets and reasonably successfull with them. However I am finding Oak Harvest outperforming my best ideas.My next move will be my ultimate demonstration of trust when I move our remaining assets to their care. I can make no higher recommendation- [ ]read more
Kirk Mahaney
Kirk Mahaney
23:46 30 Jun 21
We have only been with Oak Harvest Financial Group for a short while and have been pleased with the Retirement 360 program. We had always managed our savings on our own but knew we needed help as... retirement was approaching. We visited with a few local and national firms, but it always felt like something was missing. I had heard about Oak Harvest from The Retirement Income Show on the radio, so I visited the website and read about the Retirement 360 program and realized what was missing with the other financial firms. It was all in the Retirement 360 program, so I made the phone call and scheduled an appointment. I am confident we made the right decision to let Oak Harvest guide us through retirement. We met with Jessica, Nicole, and Eric at Oak Harvest, and they were patient with us and explained everything in terms we could understand. The entire team has been professional and treated us like family. We recommend the team at Oak Harvest Financial Group.read more
Deborah Kurtin
Deborah Kurtin
20:12 26 Jun 21
We attended a seminar about 2 years ago with Troy Sharpe and his associates from Oak Harvest. We were initially a little a skeptical aboutletting someone else manage our money.We then scheduled a... meeting based on many things they discussed at their seminar. We met with Troy and his associate Ed.They were very personable and knowledgeable about retirement investing and set up a good portfolio our future.They are very good at communication and keeping you abreast of your money.I would highly recommend you meet with them and have them lay out the best plan for your retirement.read more
Ken Radigan
Ken Radigan
03:26 26 Jun 21
We've worked with Oak Harvest for over three years now and are extremely satisfied with their performance. Troy Sharpe is very knowledgeable about what is important to retirees and offers a very... comprehensive approach to retirement planning using any and all financial instruments to construct a financial portfolio tailored to what's important to each client. Chris Perras has an exceptional understanding of the financial markets and regularly shares his insights with clients. We've been very pleased with our investment performance since joining Oak Harvest. All of the staff we have interacted with are knowledgeable, responsive and genuinely want to provide exceptional service. It's a pleasure to do business with Oak Harvest.read more
Paul Gluth
Paul Gluth
00:50 24 Jun 21
We have been clients of Oak Harvest for about a year and a half. They helped organize my retirement financial plan, along with estate planning and related issues. Even though this coincided with a... very unpredictable market,their advice has proven to be very effective. They have the expertise and the staff to support all of our financial needs, and we highly recommend them.read more
JM G
JM G
23:39 23 Jun 21
I have been working with Oak Harvest for over 4 years since retiring. I evaluated about a half a dozen financial firms and selected them based on their exceptional fiduciary advisory services and... responsiveness to me. I continue to highly recommend Oak Harvest and refer perspective clients.Oak Harvest has financial expertise and staff available in all retiree areas such as investments, annuities, insurance, tax planning, etc. They are very responsive having client concierges available when I call to help complete transactions such as account set-ups, investment transfers, etc or provide further guidance from experts within the firm. I always get a live person quickly when I call, no automated telephone system first.Overall Oak Harvest provides a much higher service level and broader client support on all aspects of retirement based on my experience versus the large brokerage firms management services. They have excellent, easy to use online tools for financial, risk, budget and tax planning with great tech support. Their weekly market and retirement sessions by Troy and Chris are very helpful.Once Oak Harvest sets up the investments after retirement, essentially its "set it and forget it" for me in terms of my effort now. This also provides me peace of mind from a financial investment decision perspective since they track the market and rebalance my portfolio accordingly versus me to optimize return on investment.Oak Harvest does perform annual reviews with me for taxes, investment performance and my personal plan changes which I find very helpful.Thank you Oak Harvest for a job well done.read more
Thomas DeScioli
Thomas DeScioli
20:57 23 Jun 21
I have been with Oak Harvest Financial Group for almost 10 years. I have found Troy and his team to be outstanding in helping to customize investment strategies and portfolios that fit each... individual's or family's needs and goals. There is no cookie cutter approach in their business model and they put a high priority on educating prospective clients in order to assist them in making informative decisions. They don't have a "pitch" and are not hard selling sales people. They are a true retirement planning organization focused on the "preservation stage" of life. I have been very pleased with the partnership we have developed over the years and highly recommend their services.read more
terry Corthell
terry Corthell
20:08 23 Jun 21
I started with Oak Harvest 2 years ago, just got back from my review yesterday and was pleasantly surprised and impressed with how well my investments have done. I wished I started with them long... before, they really know what their doing.I love how they get back to you right away to answer any and all questions that I may have, extremely professional company, would highly recommend them.Terry Corthellread more
Edward Alper
Edward Alper
21:27 08 Jun 21
Just started using Oak Harvest 6 months ago for managing our retirement assets. My wife was very apprehensive with regards to changing our financial advisor. We scheduled an initial appointment with... Oak Harvest where we met Troy Sharpe. During this meeting Troy was super attentive to our needs, asked many questions and in the end opened our eyes to the financial possibilities that we were not aware before. For our second meeting, he prepared a financial plan, went over all details and showed us how we could retire comfortably earlier than we have originally thought. The decision to start using Oak Harvest was a no brainer and the switch over process was as smooth as it can be. Now we are at ease with our future. Thanks a lot to Troy and his team of dedicated professionals for taking great care of us and our finances. If you have any questions, just go and talk to Troy and see what he can do for you.read more
alan cagle
alan cagle
22:07 13 May 21
I would highly recommend Oak Harvest Financial Group for your retirement planning. We have always been treated well. They keep us informed , provide great service, and do a great job representing our... best interest.read more
Terri Reed
Terri Reed
04:26 23 May 20
The team at Oak Harvest Financial Group takes the time to find out what matters to YOU in retirement, so they can help you achieve that as reality. It was very freeing to know that we had a plan, a... map going forward for comfortable income in retirement and protection of our assets. They are responsive to queries, have a wealth and wide breadth of financial professionals on the team, and are fiduciaries. They have weekly podcasts to help decipher trends & investment strategies and occasional seminars. We highly recommend Troy, Jared & the whole Oak Harvest Team!read more
Nicole Bishop
Nicole Bishop
01:02 10 Dec 19
Mr. Eric Perez and Ms. Jessica Sharpe have been wonderful! They have gone above and beyond during this entire process! Strongly recommend!
Dana Egert
Dana Egert
00:41 07 Apr 19
Four years ago my wife and I were considering changing brokers due to being told every year that we weregoing “to run out of money by age 80.”One Saturday we heard Troy’s radio show on KTRH and it... sounded too good to be true! After several meetings of gathering our information and educating us on our many options, we decided to take the plunge and move our money to Oak Harvest. We were amazed that our money grew even with a generous income and savings for emergencies.When we went in for our annual review this year, we were blown away when Chris and Troy came up with a plan to retire all of our debt, which we thought was impossible. Yet here we are a month later debt free!We are now looking forward to retirement with a generous lifetime income that will take us “past age 80.”We highly recommend the Oak Harvest team!!read more
Eduardo Adame
Eduardo Adame
00:07 15 Mar 19
I have worked with Troy and Jessica Sharpe from Oak Harvest Financial Group for a number of years. They are one of the most ethical companies in the financial industry in today’s competitive and... challenging environment. I can honestly say that they are trustworthy and they always put their client’s interest first. Troy and Jessica Sharpe are always professional and patient, they take the time to deeply learn each client’s specific situation. They are most interested in educating their clients and building lifetime relationships where all parties win, rather than pressuring anyone into risky investments. I would recommend Oak Harvest Financial Group to anyone who is looking to protect and grow their assets in a consistent and responsible way.read more
karen cannella
karen cannella
22:15 13 Mar 19
I have been a client of Oak Harvest for almost 3 years. I have several real estate rental properties that generate a good income. I am a single woman in her late 50s with 4 adult children one that... graduates highschool in May.Since being divorced it's been challenging to accept that I am on my own to figure out my financial options. My ex husband handled that in our household and it was a scary thought that I was going to be on my own with this. I interviewed 3 other firms and felt most comfortable with Oak Harvest. I have been meeting with Jessica Sharpe for the last year and is very thorough in explaining my investments and it seems important to her that I understand what she is saying. She is easy to talk to and down to earth, a great asset to the formerly all male advisor team. I feel like the team at Oak Harvest Financial Group took the time required to fully understand what was important to me. I really appreciate that Jessica uses vocabulary that is easy to understand. I brought my youngest son to our last visit so that he can learn the importance of investing early in life. If you are concerned about retirement, go see this group.read more
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Reviews on this page are collected from third-party sources and may be written by clients of Oak Harvest Insurance Services and/or Oak Harvest Investment Services, or by members of the public who are not clients.

Oak Harvest does not solicit or request reviews appearing on this page from non-clients, and clients are under no obligation to provide reviews. On occasion, Oak Harvest Financial Group provides non-cash prizes such as gifts or gift baskets to existing clients in exchange for testimonials. All such non-cash compensation adheres to all applicable regulations.