Harvest Wealth Group

Harvest Wealth Group is a mortgage broker in Exeter, CA, offering personalized financial planning and comprehensive services tailored to clients at every stage of life. The firm specializes in investment strategies, risk management, retirement design, and estate planning, helping individuals and families achieve long-term financial clarity and confidence. Founded by Garrett German, a CERTIFIED FINANCIAL PLANNER™ professional with over two decades of experience, the company serves residents across the region with a client-centered approach rooted in integrity and transparency. Clients benefit from a team-driven process focused on understanding personal goals, assessing current finances, and implementing adaptable financial strategies. The firm is located at 160 S E Street in the heart of Exeter, near key community institutions.

Harvest Wealth Group was established by Garrett German with a mission to empower hard-working families to enjoy the moments that matter most. The firm emphasizes a three-step process, planning, implementing, and ongoing support, to guide clients through their financial journey. Garrett, a Fresno Pacific University graduate, has built his practice on personalized financial planning and strong partnerships with CPAs and attorneys. The team works through a network of professionals via Canvas Financial Group, enhancing their ability to deliver holistic financial solutions. Services include retirement planning, tax strategy, disability income planning, life insurance evaluation, and long-term care guidance. All financial professionals are registered and can be verified through FINRA’s BrokerCheck.

The business is situated on S E Street, at the corner of Maple and E, just a short walk from Exeter City Hall, the Exeter Post Office, and the Exeter Irrigation District. It is also within a quarter-mile of the Exeter Fire Station, Exeter Police Department, and Family Healthcare Network, placing it in close proximity to essential public services and civic infrastructure.

Harvest Wealth Group stands out for its commitment to personalized financial planning, client education, and long-term partnership. The firm’s focus on trust, transparency, and comprehensive service delivery has helped build strong relationships with clients across Exeter and surrounding areas. With a team that combines financial expertise with community involvement, the company is recognized as a trusted local resource for financial guidance.

In Exeter, Harvest Wealth Group is a dependable partner for residents navigating life’s financial milestones, offering clarity and confidence through every stage of their journey.