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Harvest Rock Advisors, LLC
is an independent full-service wealth management firm dedicated to helping you make the most of this life through intelligent financial decision-making.

Powered by our holistic, before-tax financial planning process - Wealthcare - we are laser-focused on helping you achieve your most valued goals.

We offer personalized wealth services, complimented by truly independent investment, insurance and employee benefit solutions.

Our mission is to help you pursue your most important goals in life with more confidence, to sidestep unnecessary sacrifices and to avoid needless financial risk. 

As professional problem solvers, we specialize in fixing faulty financial plans.  In fact, we like to say that we dine on our client's financial stress for lunch.

We work best with folks seeking excellent financial outcomes, not settling for average.

Contact us for a confidential discussion about how we can help you deal with the present and prepare for the future with more confidence. 
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Securities offered through Cambridge Investment Research, Inc., a Broker Dealer, Member     FINRA/SIPC.   Investment Advisory Services offered through Cambridge Investment Research Advisors, Inc.  Cambridge and Harvest Rock Advisors, LLC are not affiliated.  Cambridge does not provide tax or legal advice.

This communication is strictly intended for individuals residing in the state(s) of DE, FL, IL, KY, ME, MD, NJ, NY, PA and VA. No offers may be made or accepted from any resident outside the specific states referenced.

Check the background of this financial professional on FINRA's BrokerCheck.