SAFE HARBOR FINANCIAL PLANNING

Safe Harbor Financial Planning is a small, independent, full-service company offering high-quality financial services to individuals, families and businesses. We strive to provide our clients with an exceptional level of personal service and to instill a sense of confidence and well-being in their financial lives... Safe Harbor Financial Planning is a Fee-Only financial advisory firm located in Bronxville NY and serving the NYC tri-state area... We offer investment management services once a comprehensive plan has been completed. We develop a customized investment plan based on your specific objectives and needs. Our service includes asset allocation (target mix over different investment classes), investment selection, monitoring, reporting, and regular rebalancing.

Primary location: Bronxville United States