Harvey Small has dedicated his career to providing a full range of financial services and quality financial products. Harvey helps meet the needs of successful professionals, business owners, and retired individuals. His practice concentrates on retirement, estate planning strategies and income and asset protection. Through outstanding service and a commitment to excellence, he has built a solid clientele and expanded his business through referrals from satisfied clients.

Harvey graduated with a degree in management from Temple University and went on to receive his Chartered Life Underwriter (CLU) and the Life Underwriter Training Council Fellow (LUTCF) designations from The American College. He holds the Financial Industry Regulatory Authority (FINRA) Series 6, 7, 63, 65 registrations and holds state life insurance licenses in the following states: FL, GA, NC, PA.

Harvey Small has earned the Retirement Planning Specialist (RPS) title. The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional's (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors' affiliated life insurance carrier, coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact us at atretirement@equitable.com. Complaints about an Equitable Advisors FP should be directed to customer.relations@equitable.com.