Harbor Financial Services, Llc

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Description

Harbor Financial Services is proud of being a privately held company, virtually debt free, no public shareholder influence, did not take TARP money and can grow at a pace we feel comfortable. Our goal is not to be the biggest brokerage firm on the street....but the best firm for catering to the individual needs in the most ethical manner possible. This can range from the individual investor to the institutional client. We strive to provide our representatives the highest quality technology, research, education and product selection. We accomplish this in many ways including hiring Raymond James & Associates, Inc as our securities clearing firm, offering a TD Ameritrade Institutional relationship to our Registered Investment Advisor clients if appropriate and offer many other independent solutions when needed. Although we have no affiliation with Raymond James, it provides us the ability to have a third party hold the assets, process trade orders, statements, trade confirmations and provide partial technology solutions so we can focus on you. Having these options available allows us to provide independent solutions to your specific situation. We offer several solutions including financial reviews, individual asset management, third party advisory platforms, 401k rollover solutions, institutional advisory and execution services, alternative investments and a full line of insurance products (life, health, disability, annuities, property, casualty, bonds, etc.) Please contact us today for more information on the firm or for more information on the closest branch office to your specific location. Pictured above is the RSA Tower and the home office location of Harbor Financial Services.

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