The Harvard State Investment Services
The Harvard State Investment Services is a division of The Harvard State Bank aimed at providing personalized financial planning, including a wide range of investment and insurance solutions, to individuals, businesses, and not-for-profit organizations. From 401(k) pension rollovers, to education funding, to long-term care management, our team of professionals will give you the advice you need to make informed decisions about your investments.
We offer a free consultation to evaluate your financial situation. We take the time to learn about you and your unique needs. Then we develop and implement solutions to help you achieve your financial goals. Our clients are welcome to meet with us any time they need to review their current situation, if their situation changes, or if it is time for a regular review.