Xceed Wealth Management - Financial Consultants

Harvey Reiner

Harvey Reiner

Harvey Reiner is the veteran Financial Consultant with over 20 years of experience, 10 years at Xceed Wealth Management Group that has helped people retire with confidence. His passion is to understand client’s financial needs, goals, and resources then create and implement their individual financial plan in a straightforward, understandable way. Contact Harvey Reiner for your free financial review at 585.545.2080, harvey.reiner@lpl.com, or schedule with him at xceedwealthmanagement.org/schedule-an-appointment.

You can check Harvey’s background on FINRA’s BrokerCheck.

Schedule an appointment


Services

Seasoned at working with the retirement plans of Rochester’s major employers, Harvey has in-depth knowledge, experience, and fondness for the Xerox Retirement Plan as well as:

  • Investment Management
  • Mutual Funds
  • Stocks and Bonds
  • Asset Allocation
  • Annuities
  • Reduction in force (RIF) options
  • Retirement assessments
  • Employee Stock Ownership Plans (ESOP)
  • Life Insurance
  • Long Term Care Insurance

Licenses

Mr. Reiner holds the FINRA Series 7 and 66 registrations through LPL Financial. Additionally Mr. Reiner holds his New York State Life and Health Insurance Licenses.


Contact Harvey

Email: harvey.reiner@lpl.com

Phone: 877.923.3360

Fax: 585.422.3300

Mail:
Xceed Wealth Management Group
189 W. Main Street
Webster, NY 14580

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