About Harvest
Harvest Investment Services is committed to being a servant leader to our clients. The term “Servant Leader” expresses our commitment to first serve our clients by helping them develop a personal financial plan and second by leading them into making the decisions that must be made to help them achieve their financial goals.
Some of Our Services
Retirement Planning
Investment Management
Retirement Strategies
Charitable Giving Strategies
RMD Strategies
From the Greater Indianapolis Area
As an Investment Adviser and Financial Planner it is important to personally serve each individual through communication in person or by video calls. Central Indiana is my hometown and the base from which I serve my clients nationally.
Private Group Events
Just as families often gather together for a meal at the end of the day, I like to do the same with my client family. Once a year, I host a special dinner and guest presenter to cover a topic related to our shared interests. During these special events, we share a meal, answer questions, learn something new, and stay connected in fellowship.
A Note From Anna
Thank you for taking time to scroll through my site and learn more about Harvest. Feel free to contact me by email or phone with any questions you may have about our services and how I can serve you best.
News and Events
Keep up with us. We often send out Market Updates, as well as releases for new content added to our library.
Address
450 East 96th Street, Suite 500.
Indianapolis Indiana 46240-3760.
Call Us
(317) 520-8294