Harvest Wealth Group

Harvest Wealth Group is a Mortgage Broker in Exeter, CA, located at 160 S E St. The firm provides comprehensive financial services for every stage of life, including investment strategies, risk management, and retirement design. Founder Garrett German, a CERTIFIED FINANCIAL PLANNER™ professional, has been involved in the financial services industry since 1999. He holds a Bachelor’s Degree in Business Administration with an emphasis in finance from Fresno Pacific University and specializes in investment management and creating personalized financial plans. The team includes Senior Financial Advisor and Director of Sales and Marketing Elizabeth, who joined in September 2022. She holds a Bachelor of Arts in Public Relations with a Minor in Psychology from California State University, Chico, and designations including Certified Divorce Financial Analyst®, Accredited Behavior Finance Professional℠, and CERTIFIED FINANCIAL PLANNER™. The firm also features Eric, who has over 13 years of experience in real estate lending.

The practice focuses on empowering hard-working families through a three-step process of planning, implementing, and ongoing support. This involves assessing client objectives and current finances to create a strategy, followed by implementation and continued collaboration. The team works to simplify complex investment decisions and help clients navigate uncertainties, ensuring protection for important assets is integral to any financial plan. German has built his practice on honesty and integrity, developing a network of trusted CPAs and attorneys to meet client needs. The firm operates on the belief that trust is achieved through communication and experienced support from the first meeting through long-term collaboration. Harvest Wealth Group is a member of Canvas Financial Group, an organization of renowned finance professionals.

The firm’s approach emphasizes personalized, easy-to-understand financial planning tailored to individual goals. With over 100 years of combined financial expertise among its professionals, the team serves families and investors with a focus on clarity and confidence. Services are designed to assist with wealth preservation and navigating various stages of life, whether clients are new to investing or desire sophisticated customized strategies. The office is conveniently located in the heart of Exeter, CA, on the corner of Maple and E.

Harvest Wealth Group combines specialized credentials and long-standing local presence to provide a reliable foundation for clients seeking to secure their financial future. The firm’s emphasis on personalized planning and experienced support ensures clients can enjoy the moments that matter most in life.

The office sits on S E St in Exeter, CA, just a short walk from the Exeter Post Office and the Exeter City Hall.

BizScoreAI gives Harvest Wealth Group a technical score of 86 out of 100, ensuring the website is secure and readable for search engines. The business also achieves a discoverability score of 75 out of 100, which allows AI crawlers to find every page and recommend the firm. In the local market, the firm ranks number 3 of 4 Mortgage Broker businesses that BizScoreAI has scored in Exeter.