MORRISTOWN, N.J., September 13, 2018 – PRNewswire
Harvest Financial Planning, LLC., a financial advisory firm located in Schererville, IN announced it has partnered with Private Advisor Group, the largest hybrid solution for LPL Financial and a leading provider of high touch support and compliance oversight to financial advisors. Through PAG, Harvest Financial Planning has access to a seasoned compliance team, a passionate team of executives, and a series of growth programs and community-based activities.
“Harvest Financial Planning is an excellent fit for PAG,” said John Hyland, Managing Director of PAG. “Their (Harvest) dedication to their practice, coupled with their belief in outsourcing functions that don’t add value to their firm, makes them well suited for our community of like-minded advisors. We are delighted they have joined.”
PAG has over 600 advisors in its network. “We are really excited to be part of a group that understands our business and is focused on helping us run it more profitably,” said Tim McKenna, co-founder of Harvest Financial Planning. “We were not anticipating a change, but when IFP decided to part ways with LPL, we conducted due diligence on firms within the LPL family and decided that PAG was the right fit for us. We are confident PAG will empower us to thrive by providing an environment that places a strong emphasis on vigilant compliance and superior service.”
About Private Advisor Group
Private Advisor Group (privateadvisor.wpengine.com) is today’s independent solution built to support financial advisors. Our unique organization is designed to provide world class customer service, in-depth risk management and forward-thinking solutions. Advisors can expect personal support backed by the largest independent broker-dealer* — enabling them to stay focused on their business.
*As reported by Financial Planning magazine, June 1996–2017, based on total revenue.
About Harvest Financial Planning, LLC.
Harvest Financial Planning, LLC, (www.hfpllc.com) is a financial organization in Schererville, IN. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives. Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come.
Phone (973) 867-1354