Safe Harbor Financial, Inc. is an independent financial advisory firm based in Plymouth, Massachusetts. The company specializes in creating and implementing personalized financial strategies to help clients achieve their long-term goals, with a strong focus on retirement planning. Their services encompass investment management, estate planning, tax planning, and the use of insurance products like life, long-term care, and disability insurance. As a fiduciary, the firm is committed to providing objective advice and building lasting relationships by educating clients and monitoring their financial plans.

Founded in

United States