Broker Check

Client Testimonials

Client Centered

Clients of Capital Harvest Wealth Partners

Brigitte Martin

"Truly value the one on one personalized financial advisory services provided. Honest, fair, always put my interests and needs first."

Charley Hall

"I met Naj right after I retired. He’s been there for me to guide my retirement account through the pandemic and recovery. He listens to my “care abouts”, my risk tolerance and suggests approaches appropriate for me. I’ve referred my two adult children and an old widowed friend that is quite impressed with the investments Naj recommended for her family situation. I'm ready to use my retirement money to start traveling."

Brian Scott

"Was not happy with my previous advisor and my overall financial results. In fact I never saw or heard from my financial planner unless I reached out to him. I walked into a Capital One Bank and met with Chip. We seemed to hit it off from the get go as he wasn't pushy and trying to steer me into something right away. We spoke for a good hour looking at many options. I left feeling good. The next day I reached out and said I am ready to switch my accounts over to you. The relationship has been terrific and we touch base about every quarter. Great person who truly cares about doing the right thing for you. I strongly recommend Chip and Capital Harvest."

Diane Geraghty

"Capital Harvest Wealth Partners is hopefully the last financial advisor that I will ever need. I have been working with Chip Rockey, my financial advisor, for approximately 10 years and he has my trust and confidence in his judgment concerning the financial products that he has recommended resulting in a well balanced portfolio. I am definitely in a better financial position than I was 10 years ago and have invested in a multitude of products including mutual funds, IRAs, CDs, annuities and life insurance policies. Chip reassesses my needs, makes suggestions and takes the time to listen and explain what I don’t understand about financial products. I am just as concerned about retirement planning as I am about estate planning with my daughter in mind. I have been very satisfied with his knowledge, professionalism and strategies and would recommend this team to anyone."

Howell Mei

"We have been working with our advisor Naj Altaf for 15 years. What made us stay with him to help us manage our finance and investment through all these long years is that he demonstrated his total trustworthiness in handling his client’s business.

He has been always available whenever we need any information from him. He would voluntarily contact us about potential changes in the near future and prepare us with any suggestions and alternatives to make necessary changes to minimize our risks and maximize our near term or long-term benefit.

He would give us analysis about the investment opportunities we come up with ourselves to help us decide whether to go forward or wait until situation clears up.
He would provide us with overall financial assessment of our net worth to let us know about our weakness and strength to face the future challenges.

With each meeting we had with him, he would set up the next meeting ahead of time so that we have regular reviews and assessments of upward or downward changes in the financial market. We have had several advisors from several organizations in the past long years. Almost everyone we ran into was relatively dormant compared with Naj Altaf’s proactive attitude in managing our finance who earned our trust and confidence as the best one can find in the world of financial advisors."

All above are non compensated client testimonials; may not be representative of all client experiences; no guarantee of future performance or success.