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Home > Financial Planner Directory > Florida > Boca Raton > Harvey I. Bezozi, CPA, CFP®
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Harvey I. Bezozi, CPA, CFP®

Harvest Planning & Management, LLC

22174 Bella Lago Dr
Ste 510
Boca Raton, FL 33433
Phone: (561) 929-1288

Toll-free: (888) 55-WEALTH

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Household Income Minimum: $250,000
Investable Asset Minimum: $100,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Buying a Home
  • Charitable & Planned Giving
  • Career Change
  • Asset Allocation
  • Business Taxes
  • Estate Planning
  • Investment Management
  • Getting Divorced
  • Mutual Funds
  • Getting Married
  • Startup
  • Retirement
  • Stocks & Bonds
  • Sudden Wealth
  • Personal Taxes

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.