Vision Statement
Our purpose is to provide access to the best research, products and support in the industry at a fraction of the cost. This allows you the ability and flexibility to manage client assets with some of the best tools and solutions in the industry.

Why is Harbor Financial Services so unique?
Harbor Financial Services provides the experienced professional independence at a fraction of the cost and with full transparency. Based on that vision, Harbor Financial Services created a financial platform and provides access to some of the best products on the street, without compromising quality, and thus, allowing the brokers total independence to pursue their respective dreams and careers.

Fee Structure
For more information please visit our specific site for interested representatives.

Do you require annual production growth requirements?
No. You are the financial professional and we leave you with the decision of how large you want to build your client base.

Are you part of Raymond James?
No. We made a choice years ago to hire Raymond James & Associates, Inc. as our clearing firm. We are a completely separate broker dealer and have no common ownership. The main job of a clearing firm is the custody the assets, clear trades and produce monthly statements and confirmations.

Do you have a transition team to help me with the move?
Yes. We have a full transition team providing form filling, licensing & registration, representative and client education, daily and weekly transition progress reports, pre recorded on demand training classes and personal home office support.

If you would like more information, please click here to Contact Us.