Join us for our March Webinar to learn more about Social Security.
1. General information on how Social Security retirement benefits work
2. Ways you can get the most out of your Social Security retirement benefits
3. The importance of coordinating all facets of your retirement income strategy
4. Who will benefit from recently passed SS legislation? If you do, when will benefits begin? How much will you receive?
Ed Rossi brings over 30 years of financial services experience to Oak Harvest. His primary purpose is to help clients meet all their financial goals. Ed believes in a holistic approach to financial planning and provides value to his client’s...
Helping Make Your Dream Retirement a Reality.
Our Financial Advisors and Retirement Planners do more than just manage your investments. We build custom plans designed to reduce risk, increase income and help you pay less tax.
Oak Harvest's advice combines our institutional-grade investment management experience for retail clients with detailed financial, tax, and retirement planning. It's Investments + Planning that can make us a better fit for you.