Flagship Harbor Advisors

Finance · Massachusetts, United States · 51-200 Employees

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Overview

Headquarters

346 Commercial St, Boston, Massachusetts...

Phone Number

(617) 224-0870

Revenue

$15.7 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Flagship Harbor Advisors

Flagship Harbor Advisors is an independent wealth management and financial planning firm dedicated to providing high-quality financial advice to successful individuals, families, and businesses. They offer a comprehensive range of services including retirement planning, tax strategies, risk management, and estate planning, all tailored to meet the unique goals of their clients. The firm prioritizes building long-lasting relationships based on integrity and mutual trust, ensuring that their advice aligns with the best interests of their clients. With a focus on simplifying the complexities of managing wealth, Flagship Harbor Advisors supports their clients in navigating their financial journeys.Explore more
Flagship Harbor Advisors's Social MediaPopular SearchesFlagship Harbor Advisors LLCFlagship Harbor AdvisorsFlagship HarborAdvisors LLCflagshipharbor.comSIC Code 62,628NAICS Code 52,523Show more

Flagship Harbor Advisors Org Chart

DK
United States flag for contact location.

Chief Executive Officer & Founder

PhoneEmail
JS
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Executive Vice President and CCO

PhoneEmail

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Flagship Harbor Advisors

$15.7M
51-200
Private
-
2010
DK
David KaufmanCEO & Founder
$21.6M
51-200
Private
-
2007
N/A
$19.9M
51-200
Private
-
2010
WW
William WestFinancial Services Representative
$17.4M
51-200
Private
<$5M
2013
DQ
David QuinteroManager, Wealth
$11.4M
51-200
Private
-
1994
MH
Mark HollowayChief Information Officer
$7.4M
51-200
Private
-
2015
<$5M
11-50
Private
-
2012
RT
Ralph TiteChief Financial Officer
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Flagship Harbor Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Flagship Harbor Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Flagship Harbor Advisors.

Flagship Harbor Advisors Tech Stack

A closer look at the technologies used by Flagship Harbor Advisors

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Frequently Asked Questions Regarding Flagship Harbor Advisors

What is Flagship Harbor Advisors's official website?
Flagship Harbor Advisors's official website is www.flagshipharbor.com
What is Flagship Harbor Advisors's Revenue?
Flagship Harbor Advisors's revenue is $15.7 Million
What is Flagship Harbor Advisors's SIC code?
Flagship Harbor Advisors's SIC: 62,628
What is Flagship Harbor Advisors's NAICS code?
Flagship Harbor Advisors's NAICS: 52,523
How many employees does Flagship Harbor Advisors have?
Flagship Harbor Advisors has 51-200 employees
What industry does Flagship Harbor Advisors belong to?
Flagship Harbor Advisors is in the industry of: Finance, Securities Trading
What is Flagship Harbor Advisors competition?
Flagship Harbor Advisors top competitors include: Pinnacor Financial Group, The InCompass Group, Professional Wealth Advisors, Delmarva Wealth Management
What companies has Flagship Harbor Advisors acquired?
Flagship Harbor Advisors has acquired the companies: Laurenz Financial
What technology does Flagship Harbor Advisors use?
Some of the popular technologies that Flagship Harbor Advisors uses are: reCAPTCHA, Cloudflare Website Optimization, DoubleClick, Google Universal Analytics
How do I contact Flagship Harbor Advisors?
Flagship Harbor Advisors contact info: Phone number: (617) 224-0870 Website: www.flagshipharbor.com
What does Flagship Harbor Advisors do?

Flagship Harbor Advisors is an independent wealth management and financial planning firm dedicated to providing high-quality financial advice to successful individuals, families, and businesses. They offer a comprehensive range of services including retirement planning, tax strategies, risk management, and estate planning, all tailored to meet the... unique goals of their clients. The firm prioritizes building long-lasting relationships based on integrity and mutual trust, ensuring that their advice aligns with the best interests of their clients. With a focus on simplifying the complexities of managing wealth, Flagship Harbor Advisors supports their clients in navigating their financial journeys.Read More

What are Flagship Harbor Advisors social media links?
Flagship Harbor Advisors Linkedin page Flagship Harbor Advisors Facebook page
Is Flagship Harbor Advisors a public company?
Flagship Harbor Advisors is private company therefore does not currently have an official ticker symbol
See more information about Flagship Harbor Advisors

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