Harvest Rock Advisors - York (PA)

5 /5 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 Carl Helrich: Ive known and worked with Tim for about twenty years. Hes the most insightful and experienced financial advisor Ive ever met, full of integrity and the ability to see the forest for the trees. I feel fortunate that hes been with me through the growth of my business, and theres no doubt in my mind he is one of the reasons for our success. His team of Carrie and Heather have been awesome as well. I recommend them whole-heartedly for all your financial needs!

5 /5 Dan Faye: Tim and his team are fantastic. They are highly knowledgeable and skilled at coming up with unique and personalised wealth management strategies that are highly effective. I would recommend Harvest Rock without a moments hesitation.

5 /5 Chris Wright: I changed jobs and needed to move my retirement account from my past employer. Tim amd Heather took on my rollover and have been managing it since. I am very happy with the progress of the account. It is a blessing to have someone watching the account with my needs and goals in mind, especiallyin these crazy times. I would highly recommend Harvest Rock to all!

5 /5 teresa laucks: Where else can you find reputable, responsible, intelligent and down to earth advice about the confusing world of finances. We came to Harvest Rock, because a light bulb went off in our heads about a 5 year relationship with someone who clearly had only HIS best interests in mind. Tim was open, kind, sympathetic but most of all knowledgeable to the twists and turns (downturns) we were experiencing. He helped us every step of the way to exit the we were with WITHOUT the guarantee that we would indeed put our investments with Harvest Rock! Who in today’s business world does this! Clearly we wouldn’t want anyone else handling our finances as we navigate the twists and turns of life as we age!! Highly recommend!!