At Harfst and Associates we offer integrated financial advisory services that are customized to meet the needs of each client.
We listen, guide and offer support throughout every step of our clients’ financial lives. Whether we are creating portfolio allocations or implementing retirement strategies, our clients know they can depend on us for professional, unbiased, independent advice.
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We offer a team approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person. Clients are our main priority, which is why we work to understand your unique circumstances and ultimately create a distinctive plan that provides a roadmap for your financial journey.
Account Services Specialist
Account Services Associate
Relations Management Associate
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.