Why Harbor

What Makes Us Different?
Investing for Your Individual Needs

You need a financial plan that’s as unique as you are.

Your dreams and goals are unique to your life experiences. For some, it’s about an early retirement that allows more time with family and friends, yet others long to travel the world or begin a second career. At Harbor Financial, we understand that you have a clear picture of your destination and we have the skills and resources to map out a successful journey. 

Your individualized plan is custom designed by your Harbor Financial advisor and tailored to reach your specific goals. We put your plan into action and constantly review, refine and regroup, as your needs and the financial climate changes and evolves. 

The future is uncertain, but Harbor Financial offers the expertise, knowledge and forward-thinking philosophy to make your dreams a reality and to guide you to financial success.


Research, Investments and Planning

The clearing firm of Harbor Financial, along with other firms, allows us an open door to award-winning research. This access provides you with a comprehensive view of the market, as well as invaluable recommendations from a variety of trusted, knowledgeable and experienced sources.


Access to one of the largest selections of insurance products available means more choice for you. Statements include the majority of annuities, combining your investments and annuities on one consolidated statement.

Harbor Financial employs Raymond James’ technology for training, research, online executions and more. Per year, Raymond James invests more than $75 million into technology, allowing online access to all of your accounts so that you can stay informed and get ahead.

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