Oak Harvest Financial Group

I have been working with Oak Harvest for over 4 years since retiring. I evaluated about a half a dozen financial firms and selected them based on their exceptional fiduciary advisory services and responsiveness to me. I continue to highly recommend Oak Harvest and refer perspective clients.Oak Harvest has financial expertise and staff available in all retiree areas such as investments, annuities, insurance, tax planning, etc. They are very responsive having client concierges available when I call to help complete transactions such as account set-ups, investment transfers, etc or provide further guidance from experts within the firm. I always get a live person quickly when I call, no automated telephone system first.Overall Oak Harvest provides a much higher service level and broader client support on all aspects of retirement based on my experience versus the large brokerage firms management services. They have excellent, easy to use online tools for financial, risk, budget and tax planning with great tech support. Their weekly market and retirement sessions by Troy and Chris are very helpful.Once Oak Harvest sets up the investments after retirement, essentially its set it and forget it for me in terms of my effort now. This also provides me peace of mind from a financial investment decision perspective since they track the market and rebalance my portfolio accordingly versus me to optimize return on investment.Oak Harvest does perform annual reviews with me for taxes, investment performance and my personal plan changes which I find very helpful.Thank you Oak Harvest for a job well done.

We have only been with Oak Harvest Financial Group for a short while and have been pleased with the Retirement 360 program. We had always managed our savings on our own but knew we needed help as retirement was approaching. We visited with a few local and national firms, but it always felt like something was missing. I had heard about Oak Harvest from The Retirement Income Show on the radio, so I visited the website and read about the Retirement 360 program and realized what was missing with the other financial firms. It was all in the Retirement 360 program, so I made the phone call and scheduled an appointment. I am confident we made the right decision to let Oak Harvest guide us through retirement. We met with Jessica, Nicole, and Eric at Oak Harvest, and they were patient with us and explained everything in terms we could understand. The entire team has been professional and treated us like family. We recommend the team at Oak Harvest Financial Group.

I started working with Oak Harvest and Nicole about a year ago. I am in awe at the level of care, compassion, understanding, resourcefulness and professionalism Nicole and the entire team display! They always listen to my concerns and give me viable options which have resulted in my feeling financially secure. I know they are always watching out for me. I cannot say enough good things about Oak Harvest! Thank you Jessica for leading me to your door and Nicole for your spot on recommendations! I feel truly blessed!

Just started using Oak Harvest 6 months ago for managing our retirement assets. My wife was very apprehensive with regards to changing our financial advisor. We scheduled an initial appointment with Oak Harvest where we met Troy Sharpe. During this meeting Troy was super attentive to our needs, asked many questions and in the end opened our eyes to the financial possibilities that we were not aware before. For our second meeting, he prepared a financial plan, went over all details and showed us how we could retire comfortably earlier than we have originally thought. The decision to start using Oak Harvest was a no brainer and the switch over process was as smooth as it can be. Now we are at ease with our future. Thanks a lot to Troy and his team of dedicated professionals for taking great care of us and our finances. If you have any questions, just go and talk to Troy and see what he can do for you.

I have been with OH for 9 months and give them a A+ on results, communication and attitude.Serious, open and knowledgeable - I think it was one of better financial decisions.FYI my AUM at Oak Harvest are low 7 figures.Kudos to Lizzie, Ryan and Adrienne

In the early teens my wife and I attended one Troy’s early seminars as I was getting ready to retire. We were so impressed by Troy’s openness, fr responsiveness, and in-depth knowledge of the issues retirees face she and I had several discussions on how we wanted to proceedOur 501’s constituted the bulk of our assets and they were being managed well but we thought adding a bit of home based diversification would be useful. So I started more detailed inquiries with Troy and his team and rapidly came to the conclusion that he and his firm fit our needs better than the competition.Over the years, the ups and downs in the economy Oak Harvest has never failed to protect our interests and provide stellar results.All this with the most personal service imaginable.There is only a small portion of our assets being managed elsewhere. By me. I have always been intrigued with the markets and reasonably successfull with them. However I am finding Oak Harvest outperforming my best ideas.My next move will be my ultimate demonstration of trust when I move our remaining assets to their care. I can make no higher recommendation- [ ]

Weve worked with Oak Harvest for over three years now and are extremely satisfied with their performance. Troy Sharpe is very knowledgeable about what is important to retirees and offers a very comprehensive approach to retirement planning using any and all financial instruments to construct a financial portfolio tailored to whats important to each client. Chris Perras has an exceptional understanding of the financial markets and regularly shares his insights with clients. Weve been very pleased with our investment performance since joining Oak Harvest. All of the staff we have interacted with are knowledgeable, responsive and genuinely want to provide exceptional service. Its a pleasure to do business with Oak Harvest.

Oak Harvest Financial and Jared Kenney is a winning combination. I have been investing in the markets for over 20 years managing my own personal financial accounts. I performed considerable research before selecting a financial consultant to invest our mothers savings. We concluded that Oak Harvest is a solid, professional investment firm with the personal touch guided by Troy, Chris and team.After meeting with Jared and Chris we decided to invest with Oak Harvest. It has been just over a year and our mothers accounts have recognized exceptional performance. My brother and I have a high confidence level with the integrity of this firm. Integrity, friendly attitudes and sound investing technique provide the comfort level we were seeking to invest for our mom. At some point in the future Oak Harvest will be the investment firm I choose to manage my own personal accounts. In conclusion, if you are seeking a smart group of qualified investment professionals I highly recommend Oak Harvest

Oak Harvest Financial is my 3rd Financial Advisor. I attended seminars, evaluated credentials & after private consultations, selected Troy Sharpe & his group of professionals from various retirement & investment specialties. They have evaluated & have access to the BEST new retirement vehicles ( including safe Long Term Care /Growth Insurance options), Estate Plan Attorney referrals, to conserve & safely grow & manage my individual portfolio. The group has grown greatly since I began , but I always can access the team with questions & meetings as necessary.

I have been with Oak Harvest Financial Group for almost 10 years. I have found Troy and his team to be outstanding in helping to customize investment strategies and portfolios that fit each individuals or familys needs and goals. There is no cookie cutter approach in their business model and they put a high priority on educating prospective clients in order to assist them in making informative decisions. They dont have a pitch and are not hard selling sales people. They are a true retirement planning organization focused on the preservation stage of life. I have been very pleased with the partnership we have developed over the years and highly recommend their services.

The team at Oak Harvest Financial Group takes the time to find out what matters to YOU in retirement, so they can help you achieve that as reality. It was very freeing to know that we had a plan, a map going forward for comfortable income in retirement and protection of our assets. They are responsive to queries, have a wealth and wide breadth of financial professionals on the team, and are fiduciaries. They have weekly podcasts to help decipher trends & investment strategies and occasional seminars. We highly recommend Troy, Jared & the whole Oak Harvest Team!

We attended a seminar about 2 years ago with Troy Sharpe and his associates from Oak Harvest. We were initially a little a skeptical aboutletting someone else manage our money.We then scheduled a meeting based on many things they discussed at their seminar. We met with Troy and his associate Ed.They were very personable and knowledgeable about retirement investing and set up a good portfolio our future.They are very good at communication and keeping you abreast of your money.I would highly recommend you meet with them and have them lay out the best plan for your retirement.

I am a new client at Oak Harvest preparing for retirement at the end of the year. I really took my time in choosing an investment advisory service. What I love is that my finances are now managed by a “dream team” of professionals working together to guide me into and through my retirement years. My adviser, Nicole Riney, took the time to learn about my Risk profile, expectations and plans ahead before selecting a customized plan. As soon as I was comfortable and gave the green light, the entire team pulled together and within a week had me invested exactly as we planned! No surprises. The peace of mind that comes with trusting a team pros with my nest egg is priceless.

Four years ago my wife and I were considering changing brokers due to being told every year that we weregoing “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 were blown away when Chris and Troy came up with a plan to retire all of our debt, which we thought was impossible. Yet here we are a month later debt free!We are now looking forward to retirement with a generous lifetime income that will take us “past age 80.”We highly recommend the Oak Harvest team!!

A few years ago, I chose early retirement from the company I had worked with for 37 years. I had taken for granted that they handled my 401K, and all of a sudden, I was on my own! I attended a seminar with Oak Harvest, where I discovered I didn’t have to do it alone…I met with Jessica and her team, who gave me a level of comfort that I would be ok. They gave me options to consider, without ever telling me what to do…but guided me to make good decisions. I feel confident that they are taking care of my investments…and me. I would recommend them to anyone looking at retirement! When I call with questions, they always follow up and get back to me. I also like that they have encouraged fellow clients to meet and interact with each other, where we can ask each other question, and just meet others in similar stages of life.

Prior to selecting Oak Harvest, we interviewed several investment firms and financial advisors to find a firm we felt would be a good fit for managing our portfolio. We knew we didnt want a 1 size fits all solution. Troy and his team had several modeling tools to provide us with some what if scenarios. Most importantly they knew what questions to ask us to develop a plan just right for our needs. In addition to managing our investments, they have helped to manage our tax exposure. I especially appreciate their values and commitment to community service. Jessica offers programs focused on financial services for women that provides a much needed perspective. Great firm, we look forward to growing with them.

I first met Jessica at a seminar dinner she gsve a few years ago. It took a while for me to commit, but I finally officially became thrir client in April of 2021 and I totally trust their advice. I feel like part of her family now. They are so friendly and professional. My brother is a stock professional but i wanted Oak Harvest to handle my tax planning, so we came up with an agreement that makes my brorher, me and them happy. You need to meet with them and you will see what I am talking about!Cindy M

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 first day I heard their radio show and said “this group does not sound like all the others”. I was right.Oak Harvest Financial will meet with you locally as they have several offices in the surrounding area. If you get a change, take advantage of the Educational Seminars they offer. Lunch is terrific and you will come away with facts not pressure.

I would highly recommend Oak Harvest Financial Group for your retirement planning. We have always been treated well. They keep us informed , provide great service, and do a great job representing our best interest.

Oak Harvest has been a big part of my family’s financial plan since retiring from a major energy company in Houston some years ago. After our initial meetings to see where we were at savings wise and determining our risk tolerance they presented a “multi-bucket” financial plan that I accepted and is working quite well with returns even making it through recent market down swings unscathed. I strongly recommend the firm and especially Mr. Frank Pizzoferrato and Ed Rossi. I now have know worries about my family’s financial well being. I recommend them to anyone in search of professional financial help from a no pressure staff that does not try to sell you something both in accumulation or spending phase. Check out Troy Sharp’s YouTube channel under “Oak Harvest Financial Group” or Chris Perras “Stock Talk Podcast” every Friday and “Weekly Market Updates”every Monday then you decide.

Ive known Jessica and Troy for over 10 years and am truly impressed by what theyve built in Oak Harvest with a big dream and a lot of hard work! They are dedicated to their mission and take deep pride in what they do. They take the time to get to know each clients personal situation and deliver best-in-class solutions to help them meet their financial goals.

I started with Oak Harvest 2 years ago, just got back from my review yesterday and was pleasantly surprised and impressed with how well my investments have done. I wished I started with them long before, they really know what their doing.I love how they get back to you right away to answer any and all questions that I may have, extremely professional company, would highly recommend them.Terry Corthell

I like ALL of the above. Oak Harvest Financial Group are good quality,good value,professional, and responsive. I enjoy knowing my financial growth will be maximized by professionals who REALLY know their business and cares about the individuals and their needs.

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 customized to my circumstances and needs and I am grateful to Frank and Oak Harvest for the encouragement and guidance.

We love the people at Oak Harvest. They treat us like family and with respect for our wishes. I like the fact that they only deal with retired people or those close to retirement. Their products and services match our needs and vision for the future. We don’t want to outlive our $ and I’m confident that we will not.

Ive been with Oak Harvest for a little over a year now, and been very happy to work with them. The constant communication and financial updates keep me confident theyre making the best decisions for each clients needs and goals. Thanks!

Before meeting with Steve and Troy at one of their luncheon mtgs, my wife and I were losing money in our self administered IRAs for the past several years(since 2008). I wont tell who it was with but the initials start with TDA and FI. We still maintain FI for one of my IRA/401K rollovers with continuous evaluation, but Oak Harvest literally put the OH my God, I did not know that about Fixed Indexed Annuities and guaranteed monthly cash flow option, regardless of Stock market turmoil, until I went to one of these meetings.Get educated my friends and then sign up with Oak Harvest... as you are In Good Hands with OH when it comes to your retirement. Learn about the Rest of the Story in your retirement by meeting with Steve and Troy

Oak Harvest has been helpful providing education regarding the underlying principles for handling my retirement plans. Communication has been good and timely.

I had a valuable first consultation with Jared Kenney. I found him to be knowledgeable, courteous and genuinely interested in my financial wellbeing. He shared with me the analysis prepared for me even though I chose not to be a longterm client. I would highly recommend Jared should you need assistance in money management.

Oak Harvests tax optimization service is the best. They have saved me a lot of money in future taxes. Their fees are reasonable and transparent.

Doing business with Oak Harvest has been a very good experience. The staff is friendly, knowledgeable and responsive. I would not hesitate to recommend their services to anyone.

I heard a presentation which featured both Troy and Jessica. I was especially impressed by having a female financial planner who understood my issues of singleness, caring for a family member, and wanting to plan for my own security as well as leave something for my children. I have not been disappointed, and recommend this for others.

This was the first financial group to highlight for me the advantages of a Fixed Indexed Annuity. Safer than straight market investments, better than the truly horrible variable annuities, easy rollover from existing 401k or other IRA. I really appreciated their advice and bought a contract.

Weve worked with OHFG for a bit over a year. They convinced me that we had enough saved for retirement. They have kept up with us frequently. I can recommend them readily.

Called after watching Retirement 360 videos and was very interested in learning more. Received a call back and learned quickly unless you have a 500k check ready their not interested.

Mr. Eric Perez and Ms. Jessica Sharpe have been wonderful! They have gone above and beyond during this entire process! Strongly recommend!

Great company, they know how to make their clients feel right at home, not to mention the brilliantly designed office space encapsulates any who enter.

Pleased with my association with Troy and Steve but wish they would contact me at least once a year.

They provide comprehensive advice on all aspects of retirement from a financial perspective.

They will take the time with you to develop a retirement plan that is suitable for you and your circumstances.

OHIS has particula planning and tax expertise to bring to the financial services field.

Really like their approach to retirement planning. I plan on being a client.