Harvest Financial, LLC
Your Napa Valley Financial Advisor: Chal Daniels
Have you heard the expressions, "Two heads are better than one" or "Many hands make light work?" That is how the Harvest Financial Team works for you. Chal works to provide financial advice, Frank works to help with Life Insurance Questions and Lily works to keep everyone organized.
The Harvest Financial team understands that your individual financial situation is unique and deserves an equally unique approach designed to put you on track to achieving your financial goals.
Our independent approach allows us to offer clients the most suitable options to pursue their financial goals without being constrained by proprietary products or corporate agendas. By affiliating with First Allied Securities, Inc., an independent broker/dealer, we have access to the tools, regulatory guidance and resources to best serve your unique financial needs