New Independent Wealth Management Firm Opens Doors in York

York, Pennsylvania (PRWEB) April 19, 2014

Harvest Rock Advisors, LLC is an independent professional firm delivering wealth management services to family business owners and other successful people in the Susquehanna Valley, affiliated with H. Beck, Inc. Core services include comprehensive fee-based financial planning, business planning, investment management, insurance solutions and select employee benefits.    

“After a twenty-five year career working closely with business owners, I decided to become one. After counseling scores of family businesses, from farming to manufacturing concerns, I understand the daunting strategic challenges they face and the intense planning often needed to help protect the business and to transition it to the next generation of ownership.”

“We also know from experience that most people are just too busy to manage their own wealth effectively. Whether the concern is the quality of retirement or how to invest effectively, there are many benefits to be gained from working with a trusted and independent wealth professional who is unemotional about your situation, working on your side of the table.”

A Certified Financial Planner® since 2001, Tim earned his graduate degree in finance/portfolio management from Loyola University and his undergraduate degree in accounting from James Madison University. He holds the Series 7/66/24 security registrations and a health/life insurance license. Tim has lived and worked in south central Pennsylvania since 1991 and resides in West York with his wife Carrie and daughter Abigail.

For more information, visit http://www.harvrock.com.

PDF Print