To provide long term security for your family, you must have a blueprint for success. Harbor Financial Services can assist you in getting you there.
Harbor Financial offers comprehensive solutions through a spectrum of financial services. From growing your wealth to planning for your family’s future, Harbor Financial is Panama City’s preeminent investment advisor.
Harbor Financial Services is proud of being a privately held company, virtually debt free, no public shareholder influence, did not take TARP money and can grow at a pace we feel comfortable. Our goal is not to be the biggest brokerage firm on the street....but the best firm for catering to the individual needs in the most ethical manner possible. This can range from the individual investor to the institutional client.
We strive to provide our representatives the highest quality technology, research, education and product selection for the benefit of our clients. We accomplish this in many ways including hiring Raymond James & Associates, Inc member FINRA/SIPC as our securities clearing firm, offering a TD Ameritrade, INC member FINRA/SIPC Institutional relationship to our Registered Investment Advisor clients if appropriate and offer many other independent solutions when needed. Although we have no affiliation with Raymond James, it provides us the ability to have a third party hold the assets, process trade orders, statements, trade confirmations and provide partial technology solutions so we can focus on you. Having these options available allows us to provide independent solutions to your specific situation.
We offer several solutions including financial reviews, individual asset management, third party advisory platforms, 401k rollover solutions, institutional advisory and execution services, alternative investments and insurance products (life, health, disability, annuities, long term care, etc.)
Contact us today for a free consultation.
One-size fits all policies are best left to vacation bike helmets. At Harbor Financial, we specialize in tailoring our plans to not only fit your current situation, but also provide a foundation for future growth. No matter where you are in your financial journey, we endeavor to take you to the next level.
Uncertainty leaves room for opportunity. At Harbor Financial, we can solidify tomorrow by planning today. As Warren Buffett said, you can sit in the shade tomorrow because of the tree you planted today.
Growing your wealth requires patience and foresight. With our time-tested investment strategies, we’ll help you build long-term profitability through short-term planning.
A good defense is the best offense. Let Harbor Financial surround you and your family with our leading insurance policies.
Riskalyze Client Video from Riskalyze on Vimeo.
Will you have enough money for retirement?
Let us handle the details. We’ll help manage your affairs so tax season doesn’t seem so daunting.
Managing your company’s 401k program can seem complicated, but Harbor Financial will make it easy. Our time-tested benefit strategies will leave your employees in good standing.