With over 50 years of business experience, Harvey serves his clients with the highest degree of professionalism, providing sound financial guidance, business counsel, and insurance services since 1990.
Harvey assists clients with their insurance planning needs, estate planning strategies; as well as retirement strategies. Conscientious, consistent effort and a reputation for outstanding service have earned him a solid base of satisfied clients, who would not hesitate to recommend him. Harvey is a qualifying and life member of the Million Dollar Round Table, Top of the Table and Court of the Table, The Premier Association of Financial Professionals. Harvey has also qualified for Chairman’s Council for the past 22 years with multiple insurance carriers.
Harvey speaks with sincerity and candor… “my promise and commitment to my clients”… “listen and respond to their needs” … “absolute integrity in all of our dealings.” Harvey provides insight and innovative solutions to the varied financial dilemmas of his clients. His experience with high risk cases has proven to be invaluable to a number of his clients. Harvey is a Massachusetts “Licensed Insurance Advisor* and a graduate of Northeastern University, where he earned a Bachelor of Science degree and went on to achieve a Master of Business Administration (MBA) from Suffolk University in Boston.
Harvey has been a featured speaker with tax attorneys and Certified Public Accountants at advanced estate and retirement planning seminars for professionals and the public. Active in community service, Harvey volunteers his time to the “Christmas in the City” program for homeless children and the American Liver Foundation “Run for Research”.
Financial Representative, The Guardian Life Insurance Company of America® (Guardian). New York, NY. National Financial Network, INC is not an affiliate or subsidiary of Guardian, CA insurance license #0E93782.