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159 West Lancaster Avenue, Suite 3
Paoli, PA 19301
610.240.4740 (Main)
877.240.4740 (Toll Free)
610-240-4743 (Fax)


Harvest Financial Partners Relationship Summary

Harvest Financial Partners Disclosure Brochure

Why a 401(k) Plan from Harvest May be Better

Cost: A plan from Harvest will often cost less than from other providers. We partner with low cost TPAs to provide you with a terrific plan at price that is very reasonable.  Or we can work with your existing TPA and try to lower investment expenses.


Investment options: A plan from Harvest can use mutual funds from almost any company, including Vanguard, Royce, Oakmark and Jensen. We will tailor a plan menu to meet you and your employee’s needs.


Service: Harvest can provide you and your employees with personalized advice on how to invest your valuable 401(k) dollars. Because we are not compensated from product sales, we can give you specific and actionable advice.