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Item 1 Cover PageRank Harvest Investment Services, LLC 7670 Wood way Drive Suite 165 Houston, TX 77063 Tel: (281) 8221350 Fax: (281) 8221355 www.oakharvestfg.com Form ADV Part 2A Firm Brochure December
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Oak Harvest Investment Services is a financial planning and wealth management firm.
Clients who have investments managed by Oak Harvest Investment Services are required to file the necessary paperwork.
Oak Harvest Investment Services paperwork can typically be filled out online or through the assistance of a financial advisor.
The purpose of Oak Harvest Investment Services is to help clients manage their finances and investments effectively.
Details of the client's investments, income, and financial goals must be reported on Oak Harvest Investment Services paperwork.
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