The Independence to Provide Personal Service and Objective Advice
Harvey Alberg is a financial professional with more than 26 years of experience in the financial services industry. Working throughout his local community in the greater Boston area, he helps individuals, families, and small business owners develop retirement strategies that may help them pursue their goals. Harvey is dedicated to building a trusted, long-lasting relationship with each of his clients and empowering them with the knowledge that may help them preserve their assets throughout retirement.
Prior to becoming a financial professional, Harvey owned an air freight forwarding business. After selling his company and looking for a new career, he entered the insurance industry, where he worked for several years. With the desire to shift his focus to offering custom solutions, as opposed to selling, he built his own practice as an independent financial professional. Working independently, he doesn’t have any quotas to meet or conflicts of interest. He provides objective strategies based on each client’s individual needs and goals.
Harvey believes clients want a financial professional who understands them and their retirement goals. Working alongside his wife, Doria, of more than 14 years, he seeks to help small business owners, individuals, and families identify realistic objectives and determine appropriate strategies that may help them prepare for retirement with confidence.