HarborLight Investments

1 reviews

+1 (510) 558-8272

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516 El Cerrito Plz

El Cerrito, CA 94530

+1 (510) 558-8272

https://www.harborlightinvestments.com

HarborLight Investments is a fee-only, independent wealth management firm based in El Cerrito, CA. Their team of experienced CERTIFIED FINANCIAL PLANNER professionals offers personalized financial planning and investment management services, putting clients' interests first. With a focus on transparency and full-service support, HarborLight Investments aims to optimize all aspects of their clients' financial lives, providing expertise in retirement planning, college funding, estate planning, tax strategies, and more.

What sets HarborLight Investments apart is their commitment to working directly with clients, without outsourcing investments to third parties. They prioritize a personalized approach, utilizing technology to help clients stay organized and in control of their financial goals. With a strong background in institutional management and risk control, their wealth advisors bring unique experience to help clients navigate uncertain investment landscapes.

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5.01 reviews

John M.

10/28/2017

I have worked with Jason on a few projects over the years and was always impressed with his attention to details as well as his focus upon the big picture and what the future might require...

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