Xceed Wealth Management - Financial Consultants

Harvey Reiner

Harvey Reiner

Harvey Reiner has been providing investment management and financial planning services since 1999. His first priority is helping his clients define their existing financial position and enunciate their goals. From there, Mr. Reiner works together with his clients to bring the appropriate financial instruments together to work in harmony towards achieving his client’s goals.

Harvey works comprehensively with his clients to understand their investment time horizon, tolerance for risk, liquidity needs, tax issues and income requirements. These factors determine what financial instruments will get clients to their goals with the most peace of mind.

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, 65, 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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