Harbor Financial Group is a women-owned and women-operated wealth management firm based in Boulder, CO. With over 35 years of experience, they specialize in providing comprehensive financial planning and investment management services to individuals, families, and small businesses. Their team of CERTIFIED FINANCIAL PLANNER professionals offers personalized and unbiased advice, focusing on building strong, trusted relationships with their clients. Harbor Financial Group takes pride in their high-touch service, maintaining a low client-to-advisor ratio to ensure they are more in touch with their clients' specific financial needs. They are committed to helping their clients achieve their wealth management goals through a professional, caring, and innovative approach.
Harbor Financial Group offers customized services for millennials and young professionals, recognizing them as the future and aiming to help them create a solid financial foundation. They provide risk-adjusted investment portfolios that have been highly regarded for their strong and consistent returns. With a dedication to lifelong relationships, Harbor Financial Group works closely with their clients' other professional advisors to ensure a cohesive plan for their multigenerational financial needs. Their promise to clients is to guide them with an experienced, professional team, delivering the highest level of service, attention, and personalized plans that meet their unique needs and goals.
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