Julie Bozich For the confidence and trust earned over many years through demonstrated expertise, competence and efficiency, I am grateful for Harvest Rock Advisors. Acute attention and responsiveness to our personal circumstances has made a significant difference.
When my husband suddenly passed away, Tim and his team literally came to my rescue without delay, managing funds and coordinating seamlessly with other professionals, including our attorney and accountant. The ease and grace with which they managed the situation was and remains remarkable.
Without reservation, I highly recommend Harvest Rock Advisors. In my experience, the team’s planning, execution and results have been impeccable.
5 /5
