Client Experience

Safe Harbor Financial Investments has connected clients across the Illinois & Missouri area with dependable sources of guaranteed income and low tax risk since 2007.

During that time, we have been deliberate in the selection of our client base, which has been carefully compiled to build powerful, long lasting relationships between us and our clients, seeking a clientele that meets certain criteria which indicate a high likelihood of benefiting from our services.

Are you an ideal Safe Harbor Financial Investments client?

You just might be. Our most successful clients are…

  • Age 55+
  • Close to retirement or a current retiree
  • Retirement account holders
  • Often referred by our current clients

Of course, demographics aren’t everything. One of the most important factors in a successful client relationship is the connection between our advisors and our clients. Taking the time to get to know and understand each other is invaluable, and that is why we value in person meetings.

To check out our schedule for some of our upcoming exclusive workshops and/or events or prefer to schedule an appointment with our office, please give us a call at 314-328-1868. We look forward to finding out how we might work together to make your aspirations a reality.

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