The Harvey Group

The Harvey Group Disclosure:
Securities and advisory services offered through Commonwealth Financial Network®, www.FINRA.org / www.SIPC.org, a Registered Investment Adviser.

Fixed insurance products and services offered through The Harvey Group. (The Harvey Group, 119 Oronoco Street, Ste 102, Alexandria, VA 22314, 703-549-5499) This communication is strictly intended for individuals residing in the states of AL, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, KS, KY, MA, MD, ME, MI, MN, NC, NE, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WV. No offers may

be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use: www.commonwealth.com/termsofuse.html

Big shoutout to Keller Williams Realty - McLean/Great Falls and Cabell Fooshé of Links Realty Group for a fantastic char...
09/24/2024

Big shoutout to Keller Williams Realty - McLean/Great Falls and Cabell Fooshé of Links Realty Group for a fantastic charity event at Stonewall Golf Club yesterday! All funds raised were donated to Youth For Tomorrow. Coach Joe Gibbs founded Youth For Tomorrow in 1986 to help at-risk youth and it has since grown to serve thousands of boys and girls.

06/04/2024

Tomorrow is the BIG NIGHT! Wouldn’t be possible without our amazing sponsors! Shoutout to Johnny Garstka for supporting us! When thinking about your wealth management needs, give Johnny a shout if you want to talk growth, lifelong strategies or any other questions you may have. We thank him for being a great resource and a big supporter of the Washington Irish☘️🍀☘️

Hope to see you there!
03/11/2024

Hope to see you there!

SAVE THE DATE! The Friends of Duncan Library will host two FREE educational seminar focused on estate & financial planning tailored to today's households. Led by Attorney Olesya Sidorkina of Essential Legal Planning and financial advisor Johnny Garstka of The Harvey Group, these sessions promise to provide invaluable, practical insights into securing your financial future by covering topics such as:
-- Identifying the necessary estate planning documents
-- Understanding probate and strategies to avoid it
-- Navigating the choice between a Will and a Trust
-- Planning for long-term care needs
-- A comprehensive update on the 2024 stock market
-- Effective financial planning strategies

All are welcome to one or both seminars, which will be held Wednesday, March 20 from 6:30pm to 7:30pm AND Saturday, March 23 from 11am-12pm at Duncan Library's Beth Patridge Meeting Room, 2501 Commonwealth Ave.

Thank you to everyone who came out to our shredding event last Saturday! Johnny and a good friend of his, , of Keller Wi...
01/27/2024

Thank you to everyone who came out to our shredding event last Saturday!

Johnny and a good friend of his, , of Keller Williams Realty McLean partnered up and brought in Patriot Shredding to assist.

We had a great turnout despite cold temperatures and look forward to hosting another shredding event down the line.

Enjoy the warmer weather this weekend! 🤙

The Cowboys and Packers played the Ice Bowl at Lambeau Field in 1967 at -13 degrees F. We'll be right around a balmy 20 ...
01/18/2024

The Cowboys and Packers played the Ice Bowl at Lambeau Field in 1967 at -13 degrees F.

We'll be right around a balmy 20 degrees F at kickoff on Saturday at 9 AM.

We'll have Duck Donuts and hot chocolate for you!

Come see us and declutter!

Cabell Fooshe Johnny Garstka

Tuesday night reminder - there are 47 days left in 2023. Now is the time to get your retirement contributions squared aw...
11/15/2023

Tuesday night reminder - there are 47 days left in 2023. Now is the time to get your retirement contributions squared away!

See below for 2023 contribution limits by account type:

- 401(k), 403(b), 457(b), Roth 401(k) elective deferrals: $22,500 ($7,500 catch-up for individuals 50 and over)
- SIMPLE plans, elective deferral limit: $15,500 ($3,500 catch-up provision for individuals 50 and over)
- Traditional & Roth IRA: $6,500 ($1,000 additional catch-up for individuals 50 and over)
- HSA: Individuals $3,850, Families $7,750 ($1,000 catch-up for 55 and older)

Need further clarification or have questions about your personal situation?

Reach out to us - we're here to help.

Email: [email protected]
Phone: 703-549-5447

Happy Sunday! As the year begins to wind down and we move into the holiday season, now is a great time to think about ye...
11/12/2023

Happy Sunday! As the year begins to wind down and we move into the holiday season, now is a great time to think about year-end financial planning. Below are five questions I would recommend asking yourself:

1) Can I contribute more to my retirement accounts?
2) Are there tax-loss harvesting opportunities in my investment portfolio?
3) Do my charitable contributions qualify for a tax deduction?
4) Do I need to think about RMDs?
5) Should I update my estate plan?

Need help with these questions or something else? Feel free to drop me a note at [email protected]. My team and I are here to help!

Thank you to  for a fantastic day on the links at . This was the 24th edition of the tournament and our firm always appr...
09/26/2023

Thank you to for a fantastic day on the links at .

This was the 24th edition of the tournament and our firm always appreciates the opportunity to support the event.

Our squad took the title this year at 18-under-par and we’re looking forward to defending next year! ⛳️

Have you signed up for RUN! GEEK! RUN! yet? If not, there is still time! The race is happening this Sunday and it benefi...
09/20/2023

Have you signed up for RUN! GEEK! RUN! yet? If not, there is still time! The race is happening this Sunday and it benefits a local Alexandria-based non-profit every year. This is the 16th year of the race and it will be benefiting Move2Learn. Move2Learn is an award-winning 501(c)(3) serving Alexandria City Public Schools. Our firm is proud to be a sponsor of the race this year.

Click the link below for more information!

RUN! GEEK! RUN! 5K benefits a different Alexandria-based non-profit each year. Our 13th Annual race benefits the Child & Family Network Centers.

Thank you to everyone who joined us this past Saturday for our Post-Tax Season Shred Day event! See below for a quick re...
04/26/2023

Thank you to everyone who joined us this past Saturday for our Post-Tax Season Shred Day event! See below for a quick recap.

Thank you so much to everyone from the community who came out for our shredding event this past Saturday, April 22nd. We had a good turnout despite the thunderstorms, and we enjoyed seeing everyone who stopped by or dropped off documents to be shredded.  

04/26/2023

Address

6361 Walker Lane, Ste 120
Alexandria, VA
22310

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 4pm

Website

https://linktr.ee/theharveygroup

Alerts

Be the first to know and let us send you an email when The Harvey Group posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Share