The Harvest Plan
The Harvest Plan provides coordinated, licensed tax, investment, real estate, mortgage and insurance services under a single professional, led by Mark Harvey, serving families and business owners since 1990.
At a glance
Compiled by AffiliateLandscape from The Harvest Plan's own website and public pages.
- Location
- New York, NY, USA
- Founded
- 1990
- Website
- theharvestplan.com
- Categories
- Advertisers & Brands
- Products & services
- Tax Prep & Planning, Investment & Retirement Advisory, Real Estate Brokerage, Mortgage Origination & Guidance, Insurance Brokerage, Financial Coaching, Financial Planning Software
- Serves
- Consumers, Small businesses
- Industries
- sustainability, food, brands
About
The Harvest Plan is a brand focused on sustainable food solutions, utilizing affiliate marketing to connect with partners that share their commitment to quality and sustainability.
The Harvest Plan is a licensed financial services practice that combines tax preparation and IRS representation, investment and retirement advisory, real estate brokerage, mortgage origination, and insurance brokerage under one professional. The practice emphasizes coordinated advice so tax, investment, real estate, mortgage and insurance decisions work together rather than at cross-purposes.
Founded and led by Mark Harvey, the firm offers fiduciary, fee-transparent investment advice as a Registered Investment Advisor and tax representation as an IRS Enrolled Agent. Services include tax planning and preparation, investment and retirement planning, real estate transactions, mortgage purchase and refinance guidance, insurance placement, financial coaching, and an associated software tool called The Harvest Plan (originally the “Money Decoder”). The firm is based in Anaheim Hills, California and has been licensed since 1990.
Reviews
About The Harvest Plan: common questions
What is The Harvest Plan?
The Harvest Plan is listed under Advertisers & Brands. The Harvest Plan provides coordinated, licensed tax, investment, real estate, mortgage and insurance services under a single professional, led by Mark Harvey, serving families and business owners since 1990.
Where is The Harvest Plan based?
The Harvest Plan is based in New York, NY, USA.
When was The Harvest Plan founded?
The Harvest Plan was founded in 1990.
What services does The Harvest Plan offer?
The Harvest Plan offers Tax Prep & Planning, Investment & Retirement Advisory, Real Estate Brokerage, Mortgage Origination & Guidance, Insurance Brokerage, Financial Coaching and Financial Planning Software.
Who does The Harvest Plan work with?
The Harvest Plan serves Consumers and Small businesses.
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About this profile
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