About Harbor

Our Mission & History
Branch Locations


It’s important for partners to understand one another.

Harbor Financial is a privately-held company. We embrace an independent spirit and will settle for nothing less than the best for our clients. Harbor Financial is an independent Broker/Dealer, SEC Registered Investment Advisor and general insurance agency. We provide brokers with the products, support and experience that ensure your success.

Harbor Financial currently clears securities transactions under an agreement with Raymond James & Associates, Member New York Stock Exchange/SIPC (“RJ&A”). By combining these and other resources, such as direct access to more than 2,500 clearing firm associates and award-winning research, Harbor Financial tackles your financial goals to help you achieve your dreams.



Check the background of your financial professional on FINRA's BrokerCheck.
We take protecting you data and privacy very seriously.
As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data:
Do not sell my personal information.

© 2020 Harbor Financial Services, LLC Member FINRA/SIPC Disclosures
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