Harbor Financial Services, LLC

We are a privately-held financial firm that caters to your individual needs in the most ethnical manner possible.

Harbor Financial Services, LLC is proud of being a privately-held financial firm with no public shareholder influence, which allows us to grow at a pace we feel most comfortable. Our primary 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 financial advisors the highest quality technology, research, education and product selection for the benefit of our clients. 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 insurance products (life, health, disability, annuities, long term care, etc.). Contact Harbor Financial Services, LLC today to speak with a financial advisor!