Harness Wealth - New York

Harness Wealth: Your Partner in Financial Success

Located at 32 6th Avenue, Floor 13, New York, NY 10013, Harness Wealth stands as a prominent financial institution dedicated to guiding individuals and businesses through their financial journeys. With a commitment to excellence and client-centric service, this establishment has carved a niche for itself in the competitive financial advisory landscape. Their presence in the heart of New York City positions them advantageously to serve a diverse clientele seeking professional financial guidance.

Core Specialties: Financial Advisory Services

The primary focus of Harness Wealth lies in its role as a financial institution specializing in investment advisory services. While the term 'Financial institution' broadly encompasses their operations, their core offering revolves around providing expert advice on wealth management, investment strategies, and financial planning. Clients seeking to navigate the complexities of investments, retirement planning, or overall financial health often turn to such specialized entities. The expertise of their team is crucial in helping clients achieve their financial objectives, whether they are beginners seeking direction or established investors looking to refine their portfolio strategies.

Operating as a financial advisor firm, Harness Wealth likely employs a team of certified professionals, potentially including Certified Financial Planners (CFPs) or other qualified advisors. Their collective knowledge spans various aspects of finance, enabling them to offer comprehensive solutions tailored to individual needs. The services provided would typically involve a deep understanding of market trends, risk assessment, asset allocation, and long-term financial goal setting. They act not just as gatekeepers to investment opportunities but as fiduciaries committed to acting in the best interests of their clients.

Client Experience: Ease and Satisfaction

Word on the street, and specifically online, speaks volumes about the experience clients have at Harness Wealth. While boasting a perfect 5/5 average rating based on customer reviews, the testimonials paint a picture of efficiency and personalized service. One client shared how daunting the process of finding an investment advisor was until a friend recommended Harness. They highlighted the company's ability to streamline what could be a complex and overwhelming task, swiftly connecting them with a suitable advisor.

This feedback underscores a critical aspect of their service delivery: accessibility and user-friendliness. The narrative suggests that Harness Wealth excels not only in financial acumen but also in client relations. They appear adept at demystifying the investment process and providing clear guidance, ensuring clients feel confident and supported throughout their engagement. The high satisfaction rate indicates that clients value the personalized attention and the tangible outcomes achieved through their financial planning and advisory services.

Practical Information for Prospective Clients

If you are inquiring about or seeking the services of Harness Wealth, the following practical details will be invaluable:

• Location: Their headquarters and main office are situated at 32 6th Ave Floor 13, New York, NY 10013. This prime location in New York City facilitates direct client meetings and interactions within a vibrant financial hub.
• Contact: For direct communication, you can reach their team via telephone at 646-586-5427. Alternatively, you can explore their online presence by visiting their official website: www.harnesswealth.com. These channels serve as primary points of contact for inquiries, consultations, or scheduling appointments.
• Accessibility: Harness Wealth is committed to ensuring that all individuals can access their services comfortably. The premises feature a wheelchair accessible entrance, accommodating clients with mobility challenges and ensuring an inclusive environment for all.

For those embarking on the path of seeking financial advice, Harness Wealth's reputation, highlighted by consistently excellent reviews and a perfect rating, suggests a trustworthy and effective partner. Their approach, as reflected in client feedback, focuses on simplifying the complexities of financial planning and delivering tailored solutions. Whether you are looking to build a diversified investment portfolio, plan for retirement, or simply gain clarity on your financial future, Harness Wealth presents itself as a viable and well-regarded option within New York's financial advisory scene.

The Reputation and Trust Factor

In the discerning world of financial services, trust is paramount. Harness Wealth actively cultivates this trust not only through its professional expertise but also through client testimonials and its digital footprint. The fact that they maintain an active online presence via their website and have accumulated a noteworthy number of reviews—specifically, 5 reviews on Google My Business—underscores their engagement with the broader community and their clients. Each piece of feedback, as previously noted, contributes positively to their reputation, reinforcing the high level of client satisfaction reflected in their perfect 5-star average rating. This collective endorsement from satisfied clients serves as powerful social proof, assuring potential new clients of the quality and reliability of the services offered.

The narrative woven through the available reviews speaks volumes about the company's operational philosophy. The emphasis on making a complex process 'incredibly easy' suggests a client-first approach that prioritizes education and accessibility. Clients appreciate feeling guided and not overwhelmed, indicating that Harness Wealth successfully bridges the information gap that often exists between laypeople and complex financial products. This focus likely translates into ongoing client relationships, as evidenced by the fact that the reviewed client mentioned working with them for a full year with continued satisfaction.

Conclusion: A Comprehensive Financial Resource

In conclusion, Harness Wealth, operating from its New York City base, positions itself as a comprehensive financial resource. Their specialization in investment advisory services, combined with a demonstrated commitment to client satisfaction and accessibility, makes them a notable entity for individuals and businesses seeking professional financial guidance. The positive client feedback and perfect rating further solidify their standing as a reputable choice in the financial advisory sector. For anyone looking to proactively manage and grow their wealth, Harness Wealth represents a well-regarded option worthy of consideration.

👍 Reviews of Harness Wealth

Annalisa J.

5/5

My husband and I were looking for an investment advisor, but didn’t know where to start. A friend recommended Harness to us and they made the somewhat daunting process incredibly easy. Harness quickly helped us find our investment advisor and we couldn’t be happier after working with them for the last year. I highly recommend Harness if you are looking for guidance on your finances.

Tyler S.

5/5

Very helpful platform for identifying the right advisory services for your financial needs. Harness helped me figure out what was the best financial advisor firm for my needs and net worth, and connected me with a firm that I would not have found on my own. Highly recommended for those looking for help and guidance with their finances.

Brooke B.

5/5

I had an amazing experience with Harness Wealth. As I began to combine finances with my fiancé, we felt it was time to meet with a financial advisor. While we received a few recommendations from friends, we were hoping to find an advisor who was best equipped to handle our unique situation.

Harness Wealth made the process to find a trusted advisor ridiculously easy. We filled out a profile that asked us relevant questions about our current situation (e.g., do we have any major life events coming up that would affect our financial situation, what kind of services do we need, do we have a geographic preference). After that, we received a curated list of advisors who had already completed a rigorous evaluation through Harness. A concierge partnered with us to interface with those advisors and find us the perfect match (they even found an option that didn't require AUM if we wanted to start with a flat fee). We've now been working with our advisor for nearly 6 months and they are everything we had hoped to find.

I can't recommend this service enough. Extremely valuable (and free to use!) for clients and put us in touch with a firm we would have never found on our own. We plan to use them in the future to find other advisory services as well.

Ben S.

5/5

I had been procrastinating for a while on putting a strategic will and estate plan in place, though had not had the time to run a search and diligence options. Harness was recommended to me and the process was exceptional. Excellent adviser options, which had the expertise that I needed, transparency on fees and a helpful concierge to facilitate the process seamlessly.

Ita E.

5/5

I needed a new accountant once my former long time one retired. Harness Wealth matched me up with a fantastic team that met all of my requirements and I feel like I am getting even better service than I had before. Highly recommend.