What Clients Say About Working With Oak Harvest
These testimonials reflect individual experiences. No compensation was provided. Testimonials may not be representative of all clients.
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.
Great folk, very kind and respectful. Very trustworthy group of folk!! Highly recommended!!
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.
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.
The entire Oak Harvest team is fantastic. They listen to your concerns and ideas and help you build a plan for your future.
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!
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.
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.
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.
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.
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.
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.
Nicole is very knowledgeable on our retirement planning regarding Roth conversation and RMD for myself and my husband.
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?
I am very happy with the service that Oak Harvest has provided me and helping me be secure in my financial future.
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.
