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Tim Newell, CKA®

Managing Director
Harvest Investment Services


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Areas of Concentration

Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Estate Planning, Insurance Planning, Investment Management, Investment Planning, Legacy Planning, Life Transitions, Long-Term Care, Planning for Owners of Closely-Held Businesses, Retirement Income Management, Retirement Planning, Risk Management, Securities, Small Business Planning, Special Needs Planning, Sudden Wealth Management, Trust and Estate Administration, Wealth Management, Wealth Transfer

Office Location

Harvest Investment Services LLC
1 Trans Am Plaza Dr
Suite 230
Oakbrook Terrace , IL 60181

Description

Harvest Investment Services is a stewardship company that believes that all that we each have been entrusted with ultimately belongs to God. We at HIS are reminded of that each day, that it is all HIS. HIS is an Independent Registered Investment Advisory firm that exists to help individuals and families be better stewards of the financial resources they have been entrusted with. We also serve a growing team of several dozen financial advisors in several states that help their clients do the same. For over 35 years we have been helping people all over the nation make better financial decisions by designing and implementing comprehensive financial plans and assisting them with wealth management through our active investment portfolio management.

Licensed in these states: AZ, CA, CO, FL, IL, IN, KY, LA, MI, NV, PA, TN, TX, WI

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