SAFE PORT FINANCIAL ASSOCIATES

We get a lot of questions about who we work with and what we do for our clients. We have found, at Safe Port, we are positioned to help a wide array of clients, specifically pre-retirees /retirees, business owners, high-income families, and individuals working in the technology industry... The team-based environment we have cultivated at Safe Port is what differentiates us. We understand no one can be an expert on everything. But many people who are an expert on one thing can cover a lot of ground. This is why we lean on the strength of the team so that, together, we can provide you with advice that is both personalized and highly competent with a service level that is unmatched in our industry... We find that our asset management services are best suited for those with at least $500,000 in manageable assets.

Also known as: Safe Port, Safe Port Financial, Safe Port Financial Associates, LLC

Primary location: Gloucester United States