Safe Harbor Finance & Insurance LLC.

More Info

WHERE WE BELIEVE IN PROTECTION OF PRINCIPAL FIRST Safety 1st Growth Simplicity Commitment

General Info

Our Mission: We help our clients simplify their financial planning strategy in today’s unpredictable financial climate. We take care of our clients, address any fears regarding retirement, protect your principal and enable it to grow, and provide a straightforward, individualized financial plan that is easy to understand. We help you build a strong foundation based on sound financial planning to help you achieve your goals—financial independence and security, a comfortable retirement and invaluable peace of mind. Safe Harbor Finance & Insurance is a Financial Planning Firm that specializes in helping retirees and pre-retirees realize their financial dreams in retirement. We believe in protection of principal first and create an atmosphere of trust by building personal relationships with strong commitment to our clients. It is our goal for all of our clients to have financial peace of mind and less money stress, knowing their money is in a safe place where the principal is protected. Here at Safe Harbor Finance & Insurance, it is our goal to help you gain a reasonable, conservative rate of return on your money over time. What we offer our clients not only allows us to achieve this goal; it protects their principal and interest from market volatility. Protection of your savings is essential if you want to live a worry-free post-retirement life. In the wake of recent economic meltdowns, the need for a safe, secure financial instrument that allows you to earn stable returns on your savings cannot be emphasized enough. Safe Harbor Finance & Insurance provides custom designed financial solutions that help you preserve, protect, and grow your savings, worry free.

Email

Office Email

Services/Products

Financial Planning, Financial Advisor, Retirement Planning, Investment Planning, Annuities, Long Term Care, 401(k) and IRA transfers

Payment method

debit, check, visa, mastercard

Location

222 South Meramec Avenue, Suite 100, Clayton, MO 63105

Neighborhood

Clayton

Associations

Better Business Bureau, National Ethics Association

AKA

Safe Harbor Finance & Insurance

Other Link

http://www.safeharborfi.com

Categories

Insurance, Estate Planning, Probate, & Living Trusts, Financial Planners, Financial Planning Consultants, Financial Services, Retirement Planning Services

Details

Phone: (314) 328-1868

Address: 222 S Meramec Ave, Saint Louis, MO 63105

Website: http://www.safeharborfi.com