Safeharbor Asset Management
205 E Main St Ste 3-5
HuntingtonNY11743
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Description
Safe Harbor Asset Management is a fee-based Registered Investment Advisory Firm, in Huntington, New York. Serving individuals & families of high net worth.
Information from the business
Connecting with the community, at Safe Harbor Asset Management we examine the clients' whole financial portfolio and provide... detailed, integrated recommendations. •Investments •Retirement planning •Estate planning •Insurance planning •Education planning •Cash flow strategies •Tax reduction strategies •Educational discourses on how tax avoidance in real-estate impacts a brokers...
To help clients potentially grow their assets by providing our clients with our services, while striving to safeguard clients capital.
Fee-based Registered Investment Advisory Firm. Serving individuals & families of high net worth. Areas of expertise: *Investments *Retirement planning *Estate planning *Insurance planning *Education planning *Cash flow strategies *Tax reduction strategies (personal/real-estate)
