Dale has provided excellent service and helped us to generate superior returns on our personal and corporate investment holdings. He is professional, approachable and flexible to meet within our hectic schedule; his advice has been spot on. Dale is an important part of the planning process for us as we approach retirement, and we heartily recommend him for all your financial planning needs.

Dale has helped me over the past few months with insurance and financial matters, after my divorce. You will not find a more caring man, who will do his due diligence to secure what is best for you. His years of experience and wealth of experience are true testament to a man dedicated to helping others. I would recommend to any of my friends and family!

I have been incredibly pleased with Mr. Harvey’s care and handling of my financial accounts.

From the beginning Mr. Harvey has been attentive to my financial goals, risk tolerance and personal investment values. Since handling my accounts, he has initiated regular feed back, recommended and made strategic, account enhancing recommendations.

Dale has been the most helpful advisor! I was recently widowed and had no idea how to deal with finances. He was very thoughtful in his presentation to me and patiently answered every question I had. I have so much confidence in him! I have recommended Dale to other satisfied clients, and I am watching my portfolio grow!

With Dale’s guidance, I’ve been able to find my financial feet after a divorce and feel prepared and well supported to plan for a new future.

We are current clients of Dale’s and cannot stress enough how important it is to find the right ‘fit’ when it comes to a financial planner. Dale is an integral part of our planning for retirement, while also balancing what we need to do today to prepare for the future. He is a caring and considerate person who, just like us, greatly values the relationships one creates along the way.

Dale has gone above and beyond for our family and friends. He has also taught our children the value of a dollar and how to invest safely. We highly recommend Dale to all our family, friends, and you as well. You will not regret it.