Oak Harvest Financial Group

Dana Egert 

on Google

6 years ago

Four years ago my wife and I were considering changing brokers due to being told every year that we were going “to run out of money by age 80.” One Saturday we heard Troy’s radio show on KTRH and it sounded too good to be true! After several meetings of gathering our information and educating us on our many options, we decided to take the plunge and move our money to Oak Harvest. We were amazed that our money grew even with a generous income and savings for emergencies. When we went in for our annual review this year, we wer... read more

Julie Heveran 

on Google

10 years ago

You can trust Oak Harvest Financial Group. When I worked with them concerning my financial concerns heading into retirement, the emphasis was not on “sign now” but rather education. There were several meetings and many different options for me to select. Once my direction was decided my adviser, Frank Pizzoferato, made sure the paperwork and transfers were done with expertise and efficiency. I sleep easier now not having to depend on the whims of the stock market to get me through my retirement. I am so grateful for the firs... read more

Karen English 

on Google

10 years ago

After attending an Oak Harvest-sponsored educational event I met with Frank Pizzoferrato to discuss my general needs regarding retirement. Frank is a good communicator, knowledgeable, and easy to work with. He listened, asked pertinent questions, and supplied me with various resources to read concerning retirement issues. I appreciate his patient willingness to proffer an education on a variety of financial topics to prepare me to make sound decisions for my future. As a result I have implemented a retirement account customi... read more