Welcome to Harbor Financial Services
Harbor Financial is a private Investment Firm with offices in Dothan, Alabama and Panama City, Florida. We have been in business as Harbor Financial Services since 2007. Prior to that we were a Raymond James Financial Services office and still have that connection through our Broker Dealer Level Four Financial in Dallas, Texas.
We offer several services for our clients including Financial Planning including, Retirement Strategies, individual asset management, financial reviews, stock selection and portfolio evaluation, third party advisory platforms, 401K rollover solutions, alternative investments, insurance products (life, disability, annuities and long term care.)
Our goal is to use the expertise of the people we have available at our Broker Dealer, Advisory Services, and Insurance Agency to provide a plan to help you meet both long term and short-term objectives. We want to leave you confident of your legacy, retirement ready and a fearless investor.
Contact us today for a consultation.
Helping You Sustain Your Legacy
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. We build plans not just portfolios.