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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

Privacy Policy

Harvest Financial Partners collects nonpublic personal information about clients from the following sources: information on applications or other forms, such as name, address, age, and Social Security number; and information about securities transactions, such as purchase and redemption activity and account balances.


We restrict access to nonpublic personal information to service providers involved in administering and servicing Harvest Financial Partners' client accounts. Otherwise, we do not disclose nonpublic personal information about our present or former clients to third parties, except as permitted, or required, by law.

If you have requested information from Harvest Financial Partners through our web site, we collect your name, address, phone number, fax number and email address. We restrict access to this information to service providers involved in administering and servicing client accounts.

We and our service providers maintain physical, electronic and procedural safeguards in accord with federal regulations to protect the non-public personal information of clients.

The effective date of this privacy policy is March 31, 2008.