Safe Harbor Financial was founded with the goal of assisting clients in every aspect of their financial lives. When it comes to choosing a Wealth Manager, you have many options. What differentiates our Financial Planning Boutique is our concern and effort to make sure our clients lives have been made more meaningful. Caring is the backbone of our practice. We believe that clients are best served when they are heard and understood. Integrity, loyalty, respect, and teamwork are values that Safe Harbor Financial was built on. The client always comes first. Every client’s goals are different; as a result, their individual plan is unique and customized. We provide the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients, we strive to help create financial stability and confidence to provide financial independence. It is through listening to the concerns and needs of our clients that we are able to develop sound solutions. It is our desire to build meaningful, long lasting relationships with our clients
Securities and advisory services offered through Cetera Advisors LLC, member
FINRA/
SIPC, a broker/dealer and a Registered Investment Adviser. Cetera is under separate ownership from any other named entity. Contact Fillip Gershon and David Wren, Registered Representatives, at (800) 730-8280.
