Our Financial Planning Services & Products

Please call our office at (313) 388-6000 or send us an email with your question(s) at info@harvestpartnersfinancial.com regarding any of these products and services listed.

 

Services

Porfolio & Risk Management  College Funding  Retirement, Estate, Tax, & Federal Planning

 

Products

Managed Portfolios  Traditional Brokerage Accounts  Online Account Access  Individual Retirement Accounts (Traditional & Roth)  529 Education Plans  Company Retirement Plans (SIMPLE IRA, SEP IRA, 401(k), 403(b), 457, etc.)  Over 10,000 Mutual Funds & Exhange Traded Funds (ETFs)  Common Preferred Stocks & Stock Options • Certificates of Deposit, Corporate, Municipal & Goverment Bonds • Hundreds of Variable & Fixed Annuities  Life, Disability & Long Term Care Insurance Products