Reviews
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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
Helene M
14:38 26 Jun 22
I started working with Oak Harvest and Nicole about a year ago. I am in awe at the level of care, compassion, understanding, resourcefulness and professionalism Nicole and the entire team display!... They always listen to my concerns and give me viable options which have resulted in my feeling financially secure. I know they are always watching out for me. I cannot say enough good things about Oak Harvest! Thank you Jessica for leading me to your door and Nicole for your spot on recommendations! I feel truly blessed!read more
l
21:28 06 Apr 22
Called after watching Retirement 360 videos and was very interested in learning more. Received a call back and learned quickly unless you have a 500k check ready their not interested.
Paul Fogel
23:28 09 Dec 21
I love watching Troys YouTube videos. He seems very knowledgeable and sincere about helping retirees. I wanted to get with his firm for a Retirement Process evaluation and was told someone would get... back to me the following day and a week later was still waiting. I e-mailed Zack again and he apologized and sent my paperwork over to Frank and still no reply 4 days later. I left a message with the after hours general phone number on Monday and said I was available after 5pm on Thursday and here I sit typing this review at 5:18pm on Thursday. Still waiting to talk to someone from Troys firm. So, for me, this is already two strikes against Oak Harvest. I just wonder how I’d communicate with the firm if I was retired? It’s a shame since I really think Troy is trying to do good things with his business. Maybe he just needs better team players. Anyway still waiting at 5:26pm. Just my two cents.read more
Mike Harman
01:36 20 Nov 21
Really like their approach to retirement planning. I plan on being a client.
Bjkr747
21:26 18 Nov 21
I had a valuable first consultation with Jared Kenney. I found him to be knowledgeable, courteous and genuinely interested in my financial wellbeing. He shared with me the analysis prepared for me... even though I chose not to be a longterm client. I would highly recommend Jared should you need assistance in money management.read more
Ted Kaseler
17:43 31 Oct 21
I am a new client at Oak Harvest preparing for retirement at the end of the year. I really took my time in choosing an investment advisory service. What I love is that my finances are now managed... by a “dream team” of professionals working together to guide me into and through my retirement years. My adviser, Nicole Riney, took the time to learn about my Risk profile, expectations and plans ahead before selecting a customized plan. As soon as I was comfortable and gave the green light, the entire team pulled together and within a week had me invested exactly as we planned! No surprises. The peace of mind that comes with trusting a team pros with my nest egg is priceless.read more
Peter D
15:36 21 Oct 21
Oak Harvest Financial and Jared Kenney is a winning combination. I have been investing in the markets for over 20 years managing my own personal financial accounts. I performed considerable research... before selecting a financial consultant to invest our mothers savings. We concluded that Oak Harvest is a solid, professional investment firm with the personal touch guided by Troy, Chris and team.After meeting with Jared and Chris we decided to invest with Oak Harvest. It has been just over a year and our mothers accounts have recognized exceptional performance. My brother and I have a high confidence level with the integrity of this firm. Integrity, friendly attitudes and sound investing technique provide the comfort level we were seeking to invest for our mom. At some point in the future Oak Harvest will be the investment firm I choose to manage my own personal accounts. In conclusion, if you are seeking a smart group of qualified investment professionals I highly recommend Oak Harvestread more
Anna Record
03:41 01 Jul 21
A few years ago, I chose early retirement from the company I had worked with for 37 years. I had taken for granted that they handled my 401K, and all of a sudden, I was on my own! I attended a... seminar with Oak Harvest, where I discovered I didn’t have to do it alone…I met with Jessica and her team, who gave me a level of comfort that I would be ok. They gave me options to consider, without ever telling me what to do…but guided me to make good decisions. I feel confident that they are taking care of my investments…and me. I would recommend them to anyone looking at retirement! When I call with questions, they always follow up and get back to me. I also like that they have encouraged fellow clients to meet and interact with each other, where we can ask each other question, and just meet others in similar stages of life.read more
Karen English
18:27 22 Dec 14
After attending an Oak Harvest-sponsored educational event I met with Frank Pizzoferrato to discuss my general needs regarding retirement. Frank is a good communicator, knowledgeable, and easy to... work with. He listened, asked pertinent questions, and supplied me with various resources to read concerning retirement issues. I appreciate his patient willingness to proffer an education on a variety of financial topics to prepare me to make sound decisions for my future. As a result I have implemented a retirement account customized to my circumstances and needs and I am grateful to Frank and Oak Harvest for the encouragement and guidance.read more
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.
