Financial Harvest Wealth Advisors LLC, a trusted advisory firm established in 2001, is dedicated to assisting families in growing and preserving their wealth. Located in Winter Park, Florida, the company emphasizes empowerment through mindful investing, aiming to enhance financial autonomy and peace of mind for its clients throughout both active careers and retirement phases.
The organization has partnered with notable entities such as BB&T Insurance to educate business owners on key topics like healthcare reform and 401k fee disclosure. A testament to its influence is the recognition of its key figure, David Witter CFP, who was named one of Orlando Business Journal's Most Influential Men in 2012. He frequently speaks at major events on subjects including Fiduciary Responsibility and DoL requirements for qualified plans.
Financial Harvest Wealth Advisors is lauded by clients for overall satisfaction scores as high as 9.7 out of 10, reflecting its commitment to client service excellence relative to industry standards. Additionally, the firm offers a 'Second Opinion Service' allowing an objective evaluation of current financial plans aimed at easing concerns and meeting individual financial objectives.
The company is actively managed by its directors, David A Witter and Nancy K Witter, overseeing operations out of their headquarters located at 1091 West Morse Blvd., Suite 200, Winter Park, FL. For more detailed insights on how Financial Harvest Wealth Advisors can assist in achieving your prosperity goals, visit their website at financialharvest.com.
KEY FACTS ABOUT FINANCIAL HARVEST, LLC
-
US Businesses
-
Companies in Florida
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Orange County Companies
- Company name
- FINANCIAL HARVEST, LLC
- Status
- Active
- Filed Number
- L05000054846
- FEI Number
- 202935721
- Date of Incorporation
-
June 2, 2005
Age - 20 years
- Home State
- FL
- Company Type
- Florida Limited Liability
CONTACTS
- Website
- http://financialharvest.com
- Phones
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(407) 937-0707
(407) 937-0706
FINANCIAL HARVEST, LLC NEAR ME
- Principal Address
- 1091 WEST MORSE BLVD.,
Suite 200,
WINTER PARK,
FL,
32789,
US
See Also