Skip to content

About Us

A good partner is always there when you need them.

Partnership

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 Financial Professionals with the products, support and experience that help 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 informative research, Harbor Financial tackles your financial goals to help you achieve your dreams.

Our Mission

Harbor Financial is dedicated to providing our Financial Professionals with executive access, individualized support and training coupled with state-of-the-art tools, technology and research so that they may build successful, independent businesses on their own terms. Because we are privately owned and operated, we have the freedom to focus on supporting Financial Professionals to build their business and help ensure their success – and to do it with integrity and entrepreneurial vision. Harbor believes that we are successful only when our representatives are successful.

Our History

This is default text for notification bar