Harvest Wealth Partners of Dyer

Harvest Wealth Partners is a Financial Planner in Dyer, IN, located at 9600 N Centennial Dr Suite A. The firm provides fee-only financial planning and consulting services to individuals and businesses. Individual services include financial planning solutions, tax planning, estate planning, wealth management, college planning, retirement planning, insurance, pension plan participant services, private wealth strategies, and 401(k) plans, mutual funds, and securities. For businesses, the firm offers business continuation, employee benefit programs, business wealth management, exit planning processes, succession planning, exit strategies, and business valuation services. The practice holds a 5.00 rating based on customer reviews.

The team includes Managing Partners Chad J. Mast, Timothy J. McKenna Jr., and Daniel J. McKenna, as well as team members Nicholas A. Perazzolo and Jeffrey C. Grenchik. Several advisors hold the CERTIFIED FINANCIAL PLANNER® designation, and Daniel J. McKenna holds the Chartered Financial Analyst® designation. In addition to the Dyer location, the firm operates offices in Munster at 9600 N. Centennial Dr. Suite A and Valparaiso at 1759 Thornapple Circle.

The firm maintains a 5.00 rating based on reviews from its customers. This standing reflects the positive experiences of those who have utilized its financial planning and wealth management services.

Harvest Wealth Partners brings certified expertise and a fee-only structure to financial planning in Dyer, Indiana, helping individuals and businesses navigate complex wealth management and succession needs.

Harvest Wealth Partners holds a Performance score of 81 out of 100, which measures how quickly the website loads to keep visitors on the page and aid search engine ranking. The firm achieves a Discoverability score of 75 out of 100, ensuring AI crawlers can find every page so the business can be recommended by AI assistants. In local search results, the business ranks number 2 of 3 Financial Planner businesses that BizScoreAI has scored in Dyer.