Richard Harvey Email & Phone Number

I am the Managing Director of Harvey Wealth Management, an organization committed to providing clients with the highest quality guidance and service available anywhere. As an investment executive and consultant, I have specialized in advising retirees and those working toward retirement since 1995.At Harvey Wealth Management, we believe that trust, and the accountability it implies, are the cornerstone of any successful relationship and should never be compromised. The trust we build with clients is the essential element that sets us apart. Trust is far more than simply feeling comfortable with your advisor, having a plan in place, or setting achievable goals. It’s the ability to set daily financial worries aside with the full confidence and knowledge that someone is looking out for you and your needs. Our mission is to deliver customized service that addresses clients’ unique, comprehensive financial needs. To accomplish this, we incorporate a total wealth management approach with financial planning at the core of our services.Securities are offered through LPL Financial, Member FINRA/SIPC. For links to FINRA/SIPC, refer to the Contact Information section above. Harvey Wealth Management is an other business name of Independent Advisor Alliance, LLC. All investment advice is offered through Independent Advisor Alliance, LLC, a registered investment adviser. Independent Advisor Alliance, LLC is a separate entity from LPL Financial.The financial professionals associated with this site may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.Harvey Wealth Management445 Dolley Madison Road, Ste 110Greensboro, NC 27410336.288.9000Specialties:• Fee-Based Financial Planning • Retirement Planning• Investment Portfolio Management and Analysis• Survivorship Programs• Tax Strategies• Risk Management Strategies• Education Planning• Long-Term Care• Estate Planning • Legacy Planning and Charitable Giving• Divorce Financial Planning