Financial Planning & Consulting Services

Ready to Serve You

Whether you’re an individual intent on leaving a legacy, a business owner looking towards retirement, or a non-profit organization – Harbor Financial Group uses a highly consultative process that allows us to uncover your unique situation. Learn more about our services below:

Wealth Management

In terms of personal wealth, where do you want to be? Let us help you.

Qualified Plans

Whether taking care of your employee group or choosing an individual plan that’s right for you, we can help you navigate.

Institutions & Endowments

Your organization can have an impact. Let us work with you to develop your tailored strategy specific to your organization’s financial objectives.

Get Started Today!

Isn’t it time to work with a wealth management and financial services firm that is thinking ahead for you? Call or email us and schedule a consultation. We look forward to getting to know you!

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck