Research, Investments and Planning
Harbor Financial Services has access to the award winning research
of our clearing firm and others. This will provide us a broad view of the market and recommendations from several
sources.
- Equity Research (Raymond James, Morgan Stanley, S & P Stock Report, Reuters, Vickers, Jaywalk Credit Suisse)
- International Equity Research
- Closed-End Funds Research
- Fixed Income Research
- Mutual Fund Research
- Asset Allocation Software
- Retirement Planning Specialists
- Estate Planning Specialists
- Taxation Specialists
- Alternative Investments
- Multiple Bond Desks
- Institutional Execution Services and Support
Insurance
Harbor Financial Services provides access to one of the largest
selection of insurance products available. The majority of annuities
will appear on clients' statements, combining investments and annuities
on one consolidated statement.
- Life Insurance
- Health Insurance
- Long Term Care Insurance
- Fixed Annuities
- Variable Annuities
- Home Owners Insurance
- Automobile Insurance
- Commercial Property & Casualty Insurance
- Insurance Bonds
- Insurance Education
Advisory Services
We offer numerous advisory services for the retail client, corporation and high net worth individual.
- Professional High-Net-Worth Money Management Programs
- Wrap Accounts
- DVP Accounts
Technology
Harbor Financial Services uses Raymond James’s technology
for online executions, training, research, prospecting, etc. Raymond
James invested over $75 million into technology per year. This allows the client online access to view all accounts
with the firm.
Education
Our firm offers several educational programs from time to time on specific subject suggested by the general public.
If you believe you have a group of ten or more that would like to participate in an educational webex or onsite
program, please contact us with the number of people, location and subject requested. We will do our best to accommodate
your requests.
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