Thinking About Retiring Soon?
Take our Retirement Readiness Quiz to test your smarts and learn how to plan for your ideal retirement!
Educational Dinner Programs
Learning how to avoid unnecessary retirement mistakes might be the best investment you can make! Join Brian
Quaranta for our educational dinner programs and events designed for retirees or those retiring soon.
Why work with Safe Harbor Financial Investments?
We believe retirement options should be as dependable as the world-class client service you receive when you work with Safe Harbor Financial Investments. Our financial advisors will work with you to develop holistic approaches to retirement planning that are custom-tailored to your unique financial situations. From annuities to basic retirement planning, we offer a broad array of financial products and services clients need to succeed.
Are We Right For You?
Sure, you have considered a number of financial and retirement planning firms, so why choose us?
We may not be the company for you if:
- You want to work with a large firm with hidden fees and expensive office furnishings
- You are looking for an advisor who stock picks or trades the markets
- You are not in favour of prudent planning from a disciplined advisor
- You want to work with a huge firm despite the potentially high overhead and management influence
We may be a good fit for you if:
- You want to avoid annual asset management fees by your financial professional
- You want to be a part of a clientele that receives world class, personalized services
- You want an experienced and detail oriented financial professional