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August 2023 by Morgan G
I have worked with Brendan for the last 10 years on both retirement plans and life insurance policies. He has demonstrated that he has extensive knowledge about both topics and how to integrate that knowledge into a beneficial tax strategy that will pay off when I plan retire.
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July 2023 by treetopshop10
I am very appreciative for Brendan Harty who spoke to me in detail about my complex family situation. I learned of this group from a webinar that his group gave about (children) special needs and trusts. Brendan was extremely well-informed and experienced in his field, plus a kind and compassionate listener. I will consult him again in the future if the need arises. Definitely recommend.
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October 2022 by Megan McGough
We worked with Caleb and Brendan Harty for financial planning. They have been incredibly patient and clear, and have helped us get our family financial and life insurance situation sorted out. We have a good starting plan and a set of goals to work towards.
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October 2022 by Andrea Rodriguez
Caleb is a thoughtful and practical financial advisor. He has excellent communication and provides helpful guidance on financial decisions. I highly recommend working with him and his firm!
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October 2022 by Evan Sideman
Not only is Caleb Harty a great guy, but he is also great at what he does. He is very smart and easy to talk to. He is knows alot about the financial world and helps you make money! I highly recommend him.
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October 2022 by Bill Hayes
Great service. Brendan and Caleb are highly knowledgeable, and trustworthy. they are a text, email or phone call away to answer any questions or issues you may have regarding your finances.
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October 2022 by zuri walker
I work with Brendan Harty and he is amazing! Truly knowledgable in this specialty. Completely answering all questions with a clear understanding. I appreciate Harty Financial in securing me and my children in our future financial plan.
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January 2022 by Brett S.
Caleb is a great CFP to work with! He helped me set up life insurance policies for my 3 daughters and has provided me with guidance on investing for my families future. After meeting in person, he has kept in constant contact with general information in the market as well specific info pertaining to my situation.I just turned 41 yrs old and I feel like a real adult knowing I'm securing a future for my little ones :) Thanks Caleb and Co.!
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October 2021 by Mike Quail
Caleb and his team are top notch! Caleb took the time to understand my family’s needs and unique goals. He was able to help me understand all of my options and helped to lead me to setting up a great financial roadmap. Thanks so much Caleb!
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October 2021 by Bryan Lewis
After 15 years of going with the "big guys" for financial solutions and investing, I decided to go with Caleb and Harty Financial for all of my life insurance and long-term investing needs. He analyzed my income, assets, and business, in order to assess what I actually needed versus what he could simply sell me. Once I trusted him with the small stuff, I transferred my investment portfolio to his team which resulted in better investments across individual equities and funds, rather than lumping everything into index funds. I've been very pleased with the results and ongoing client relations. Great job.
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October 2019 by Kerry Golcher
Caleb and Brendan assisted us with our financial planning and establishing our life insurance. For a fairly overwhelming process, they made everything simple and seamless. They are both efficient, professional, knowledgeable, personable, kind and trustworthy. On a side note, we really enjoyed spending time with and getting to know them because they're both great people. I would highly recommend their services and have already referred them to friends and family. If you're looking to begin any financial planning, estate planning, open a life insurance plan, etc, they should be your first choice.
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October 2019 by Adam Montalbano
Caleb is very responsive and timely in staying on top of the latest trends and keeping clients informed. He displays good ethics and morals in all of his transactions. Highly recommended.
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October 2018 by Joe Doherty
After recently getting married, Caleb really helped us navigate the changes to come up with the best financial strategy for our future. We were glad to work with someone so knowledgeable and personable without any of the pressure to pick any specific products or services.
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October 2018 by Joseph Morana
Caleb is extremely knowledgeable with special needs financial planning; is an asset particularly for those families with special needs children.
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October 2017 by Wendy Waldron
Caleb is very personable. He takes the time to get to know you and your unique needs. Caleb has followed up/checked in at appropriate intervals to ensure our plan is right for us. Thanks for helping us with our future!
