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.
Thank you for visiting our site,
Robby Harfst
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.
Financial Advisor
FINANCIAL ADVISOR/PORTFOLIO MANAGER
Assistant Portfolio Manager/Investment Advisor Representative
RELATIONSHIP MANAGER
Relationship Manager
Relationship Manager
Executive Assistant
Relationship Manager
Administrative Liaison
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.