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Find a Location

Harvest Income Solutions, Inc. has 1 locations, listed below.

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    Business ProfileforHarvest Income Solutions, Inc.

    Retirement Planning Services
    BBB accredited business

    At-a-glance

    Customer Reviews

    5/5stars

    Average of 7 Customer Reviews

    Customer Complaints

    This business has 0 complaints

    BBB Rating & Accreditation

    Accredited Since: 11/9/2023

    Years in Business: 23

    Customer Reviews are not used in the calculation of BBB Rating

    Overview of BBB Rating

    Overview

    This business provides Retirement Planning Services for pre and post retirees age 55 to 85. Brady's proprietary strategy. The Income Master Plan, leverages the financial strength of multi-billion dollar, highly rated insurers, that issue retirement products designed to provide maximum principal protection. Brady's core strategies will include contractually guarantee* features such as tax advantaged growth, monthly income for life & principal from stock market risk. Brady has a long, successful track record of helping pre & post retirees develop a customized, precise & understandable retirement strategies with the primary objective of providing a more secure and enjoyable retirement.


    Business Details

    Location of This Business
    4607 Lakeview Canyon Rd Ste 246, Westlake Village, CA 91361
    BBB File Opened:
    11/9/2023
    Years in Business:
    23
    Business Started:
    2/1/2001
    Business Started Locally:
    2/1/2001
    Business Incorporated:
    4/4/2023
    Accredited Since:
    11/9/2023
    Licensing Information:
    This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
    Type of Entity:
    Corporation
    Number of Employees:
    4
    Hours of Operation

    Primary

    M:
    9:00 AM - 5:00 PM
    T:
    9:00 AM - 5:00 PM
    W:
    9:00 AM - 5:00 PM
    Th:
    9:00 AM - 5:00 PM
    F:
    9:00 AM - 5:00 PM
    Sa:
    Closed
    Su:
    Closed
    Business Management
    • Mr. Brady Schmidt, President
    Contact Information

    Principal

    • Mr. Brady Schmidt, President

    Customer Contact

    • Mr. Brady Schmidt, President
    Additional Contact Information

    Fax Numbers

    • (805) 719-7771
      Primary Fax

    Email Addresses

    Customer Complaints

    0 Customer Complaints

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    File a Complaint

    Customer Reviews

    7 Customer Reviews

    What do you think? Share your review.

    How BBB Processes Complaints and Reviews

    Start a Review

    Most Recent Customer Review

    Joanne T

    5 stars

    11/28/2023

    My husband and I were blessed to meet B***y several years ago when we needed to plan for retirement. He is easy to talk to, patiently explains different solutions and truly desires to find the best option to fit your specific needs. After my husband passed, B**** was there to guide me through the maze of decisions that I needed to make. He’s not just an amazing financial advisor, he’s a friend who cares and wants the best for his clients!

    Harvest Income Solutions, Inc. Response

    11/29/2023

    J*****, thank you for the wonderful review! It's been a hard road for you the last few years, but God is faithful! I'm glad I was there to assist with the important matters during your loss & I appreciate the trust you placed in me to help connect the financial dots for you. It's been a pleasure to work with you & I appreciate your friendship! See you soon!

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