The Harvey Group

www.steveharveyllc.com

Welcome to The Harvey Group! We are an independent firm that helps people establish and maintain their long-term financial goals through wealth management. We started our practice in May 2005 because we felt that many investors were being underserved by the typical Wall Street model of investment firm: the one where they sell you their own products to meet their target sales goals, not your financial ones. We think we've greatly improved upon the model. We offer you an environment where you can feel confident: • That you can expect prompt replies from us to your directions or inquiries. • That your money is working toward your goals effectively. • That your wishes and opinions will be respected. • That your needs are taken into account. • That your investments are recommended because they are best for you, not for some corporation. • That you have access to independent research and information to help you make informed decisions. We've chosen to partner with Commonwealth Financial Network, an independent broker/dealer. This partnership ensures that you receive access to a wide variety of investment choices to complement your financial goals. Disclosure: Securities and advisory services offered through Commonwealth Financial Network®, www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and services offered through The Harvey Group. (The Harvey Group, 119 Oronoco Street, Ste 102, Alexandria, VA 22314, 703-549-5499) This communication is strictly intended for individuals residing in the states of AL, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, KS, KY, MA, MD, ME, MI, MN, NC, NE, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WV. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use: www.commonwealth.com/termsofuse.html

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Welcome to The Harvey Group! We are an independent firm that helps people establish and maintain their long-term financial goals through wealth management. We started our practice in May 2005 because we felt that many investors were being underserved by the typical Wall Street model of investment firm: the one where they sell you their own products to meet their target sales goals, not your financial ones. We think we've greatly improved upon the model. We offer you an environment where you can feel confident: • That you can expect prompt replies from us to your directions or inquiries. • That your money is working toward your goals effectively. • That your wishes and opinions will be respected. • That your needs are taken into account. • That your investments are recommended because they are best for you, not for some corporation. • That you have access to independent research and information to help you make informed decisions. We've chosen to partner with Commonwealth Financial Network, an independent broker/dealer. This partnership ensures that you receive access to a wide variety of investment choices to complement your financial goals. Disclosure: Securities and advisory services offered through Commonwealth Financial Network®, www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and services offered through The Harvey Group. (The Harvey Group, 119 Oronoco Street, Ste 102, Alexandria, VA 22314, 703-549-5499) This communication is strictly intended for individuals residing in the states of AL, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, KS, KY, MA, MD, ME, MI, MN, NC, NE, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WV. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use: www.commonwealth.com/termsofuse.html

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Country

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State

Virginia

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City (Headquarters)

Alexandria

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Employees

1-10

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Founded

2005

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Estimated Revenue

$1,000,000 to $5,000,000

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  • Principal / Founder

    Email ****** @****.com
    Phone (***) ****-****
  • Financial Controller

    Email ****** @****.com
    Phone (***) ****-****
  • Financial Advisor

    Email ****** @****.com
    Phone (***) ****-****

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