Read Oak Harvest Financial Group 47 Reviews Summary 2025

JM G rated Oak Harvest Financial Group 5 stars

3 years ago

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I have been working with Oak Harvest for over 4 years since retiring. I evaluated about a half a dozen financial firms and selected them based on their exceptional fiduciary advisory services and responsiveness to me. I continue to highly recommend Oak Harvest and refer perspective clients. Oak Harvest has financial expertise and staff available in all retiree areas such as investments, annuities, insurance, tax planning, etc. They are very responsive having client concierges available when I call to help complete transactions such as account set-ups, investment transfers, etc or provide further guidance from experts within the firm. I always get a live person quickly when I call, no automated telephone system first. Overall Oak Harvest provides a much higher service level and broader client support on all aspects of retirement based on my experience versus the large brokerage firms management services. They have excellent, easy to use online tools for financial, risk, budget and tax planning with great tech support. Their weekly market and retirement sessions by Troy and Chris are very helpful. Once Oak Harvest sets up the investments after retirement, essentially its "set it and forget it" for me in terms of my effort now. This also provides me peace of mind from a financial investment decision perspective since they track the market and rebalance my portfolio accordingly versus me to optimize return on investment. Oak Harvest does perform annual reviews with me for taxes, investment performance and my personal plan changes which I find very helpful. Thank you Oak Harvest for a job well done.

Kirk Mahaney rated Oak Harvest Financial Group 5 stars

3 years ago

We have only been with Oak Harvest Financial Group for a short while and have been pleased with the Retirement 360 program. We had always managed our savings on our own but knew we needed help as retirement was approaching. We visited with a few local and national firms, but it always felt like something was missing. I had heard about Oak Harvest from The Retirement Income Show on the radio, so I visited the website and read about the Retirement 360 program and realized what was missing with the other financial firms. It was all in the Retirement 360 program, so I made the phone call and scheduled an appointment. I am confident we made the right decision to let Oak Harvest guide us through retirement. We met with Jessica, Nicole, and Eric at Oak Harvest, and they were patient with us and explained everything in terms we could understand. The entire team has been professional and treated us like family. We recommend the team at Oak Harvest Financial Group.

Helene M rated Oak Harvest Financial Group 5 stars

3 years ago

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!