Harvest Church
Church Cathedral
Why pick this one
Harvest Church's website identifies it as Harvest Wealth Management, offering CFP-led retirement, tax, estate, and investment planning.
Best for
- retirement planning
- tax and estate planning
- investment strategy development
- clients seeking CFP® guidance
- clients seeking personalized wealth management
Look elsewhere if
- church worship services or cathedral functions
Specialties
- retirement planning
- tax planning
- estate planning
- investment management
- insurance planning
- investment consulting
Certifications
- CFP® certification
- Series 7
- Series 66
- Series 9
- Series 10
- insurance licenses
What makes them different
- Founder and CEO Jef W. Lockman has over 30 years of financial advisory experience
- Jef W. Lockman holds CFP® certification
- Jef W. Lockman has a B.S. in Management from Clemson University
- Joyce Torricos has over 13 years of banking and wealth management experience
- The firm describes its service as concierge-level support
Distilled from this business's own website.
Contact & Location
- Address
- 3551 County Home Road, Greenville, NC 27858
- Website
- http://harvestgreenville.com/
Services
- wealth management
- financial planning
- retirement planning
- investment consulting
- tax planning
- estate strategies
- insurance planning