Portage Investment Advisor

Portage Investment Advisor

Potentially one of the most effective ways to grow your wealth and gain financial security for the future is through investments. But while investing may be a smart move, understanding the different investment options, how investments work, how much you should invest, and more is often very complex. At Harvest Financial Planning, LLC, our Portage investment advisor can provide you with guidance and recommendations as you seek to increase your personal wealth. Please call us today for more information about our client services and how to begin the new client process.

What Does a Portage Investment Advisor Do?

An investment advisor refers to any person or group that makes investment advice and recommendations in return for a fee. This investment advice might come in the form of actually managing a client’s investments, or by providing investment recommendations and securities analysis through written publications. 

A Registered Investment Advisor is a business entity that is registered with the Securities and Exchange Commission (SEC). An Investment Advisor Representative is someone who works for a Registered Investment Advisor or an investment-advising company. In exchange for a fee, an IAR provides investment advice and analysis about securities. In order to be licensed as an IAR, one must pass a comprehensive exam and be registered with the Financial Agency Regulatory Authority (FINRA). 

At Harvest Financial Planning, LLC, our investment advisor can assist you in understanding the differences between mutual funds and securities, the relationship between your 401(k) and mutual funds, and provide you with investment advice. We can also directly manage investments on your behalf. 

Why Work with a Portage Investment Advisor?

Most people are not well-versed in investment jargon and the ins and outs of stocks, bonds, mutual funds, securities, and other investment vessels. What’s more, the average person doesn’t understand how to ensure that their investments will grow over time, what the rules are for making investments and withdrawing funds, how much they should invest, or where they should invest their money. This is where an Investment Advisor Representative comes in, who can provide an analysis of the best investment options and make a recommendation based on that. Working with an investment advisor could be a step in the right direction if your goal is to grow and secure your wealth over time. In combination with the advice of a financial advisor or CERTIFIED FINANCIAL PLANNER™, you could be well on your way to better understanding your future and your options for planning for your financial needs today and long-term.

Schedule an Appointment with Our Portage Investment Advisor Today

When you make a financial investment that’s well-researched, you’re making an investment in your future. At Harvest Financial  Planning, LLC, our Portage investment advisor can provide you with the information and guidance you need to make smart decisions about your finances and your investments. To learn more about working with our investment advisor, the services we provide, our fee structure, and how to get started, please reach out to us online or by phone at your convenience. We look forward to connecting with you. 

  • contact
    our team

  • We are glad to help you. Please
    contact us to schedule a meeting

News & Updates

  • This field is for validation purposes and should be left unchanged.

Contact Us Today

Call Now Button