Harvest Rock Advisors, LLC

Financial ServicesPennsylvania, United States2-10 Employees

Harvest Rock Advisors, LLC operates as an independent, full-service wealth services firm within the financial services sector. It provides personalized wealth planning and supports the execution of plans through independent investment, insurance, and employee-benefit solutions, anchored by a proprietary pre-tax planning framework called Wealthcare. The firm is based in downtown York, Pennsylvania, and serves clients across South Central Pennsylvania and Northern Maryland with a small professional team.

It focuses on helping individuals pursue important life goals with greater confidence while reducing unnecessary financial risk and avoiding material missteps. Securities are offered through Cambridge Investment Research, Inc., a broker-dealer and member FINRA/SIPC, while investment advisory services are provided through Cambridge Investment Research Advisors, Inc.; Harvest Rock Advisors, LLC and Cambridge are not affiliated, and Cambridge does not provide tax or legal advice. Communications are limited to residents of specific states: DE, FL, IL, KY, ME, MD, MO, NJ, NY, PA, SC, VA, and WV.

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