Harvest Wealth Group

Harvest Wealth Group is a mortgage broker and financial services firm in Exeter, California. The practice provides comprehensive financial services for every stage of life, including investment strategies, risk management, and retirement design, along with retirement planning, divorce planning, tax planning, estate planning, inheritance and trust management, disability income planning, business planning, life insurance needs, and long-term care. The team works with clients through a three-step process of planning, implementing, and ongoing support, beginning with getting to know a client's objectives and current finances, then assessing a strategy, building a plan, implementing it, monitoring progress, and providing continued collaboration. The firm serves clients alongside a network of trusted CPAs and attorneys, and holds membership in Canvas Financial Group.

Harvest Wealth Group was founded by Garrett German, a CERTIFIED FINANCIAL PLANNER™ professional and graduate of Fresno Pacific University, where he earned a Bachelor's Degree in Business Administration with an emphasis in finance. He has been involved in the financial services industry since 1999 and has built his practice on creating comprehensive, personalized financial plans with a specialization in investment management. The team includes Elizabeth Jacques, CFP®, CDFA®. The firm's mission is to empower hard-working families to enjoy the moments that matter most, drawing on over 100 years of combined financial expertise to bring a tailored experience to financial services. Garrett lives in Exeter and has served on the Board of Directors for the Exeter Chamber of Commerce, the Manor House, and the Exeter Food Closet.

The office sits at 160 S E Street, on the corner of Maple and E, in the heart of Exeter. It is steps from the Exeter Irrigation District office, about a tenth of a mile from the Exeter Post Office, Family Healthcare Network, and Exeter City Hall, and roughly two-tenths of a mile from the Exeter Fire Station and Exeter Police Department.

The firm's team brings decades of combined financial expertise to Exeter, with a founder who has been in the financial services industry since 1999 and a practice built around personalized planning for local families.