Green Harbor Financial

Finance · Massachusetts, United States · 1-10 Employees

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Overview

Headquarters

890 Winter St Ste 205, Waltham, Massachu...

Phone Number

(781) 547-6775

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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About Green Harbor Financial

Green Harbor Financial is an independent wealth management and financial planning company that serves clients across the country. They specialize in helping individuals and families develop and manage their savings and retirement income plans, including investments, annuities, and insurance policies. The firm is dedicated to providing personalized financial advice and resources to ensure clients achieve their financial goals. With a focus on sustainable investing, Green Harbor Financial aims to create a comprehensive financial strategy tailored to each client's unique needs.Explore more
Green Harbor Financial's Social MediaPopular SearchesGreen Harbor FinancialGreenharborGreen HarborGreen Harbor CoGreen Harbor Financial ServicesSIC Code 62,628NAICS Code 52,523Show more

Green Harbor Financial Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Green Harbor Financial

<$5M
1-10
Private
-
-
<$5M
1-10
Private
-
1996
AC
Adam CommissoOffice Manager
<$5M
11-50
Private
<$5M
2016
AH
Alisha HollandVice President and Financial Advisor
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
2018
PL
Peter LeeCEO & Senior Wealth Advisor
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
1983
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Green Harbor Financial Tech Stack

A closer look at the technologies used by Green Harbor Financial

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Frequently Asked Questions Regarding Green Harbor Financial

What is Green Harbor Financial's official website?
Green Harbor Financial's official website is www.greenharborfinancial.com
What is Green Harbor Financial's Revenue?
Green Harbor Financial's revenue is <$5 Million
What is Green Harbor Financial's SIC code?
Green Harbor Financial's SIC: 62,628
What is Green Harbor Financial's NAICS code?
Green Harbor Financial's NAICS: 52,523
How many employees does Green Harbor Financial have?
Green Harbor Financial has 1-10 employees
What industry does Green Harbor Financial belong to?
Green Harbor Financial is in the industry of: Finance, Securities Trading
What is Green Harbor Financial competition?
Green Harbor Financial top competitors include: Copper Canyon Wealth Management, Bowman Asset Management, Goodrich and Associates, Inflection Wealth Management
What technology does Green Harbor Financial use?
Some of the popular technologies that Green Harbor Financial uses are: DocuSign, Cloudflare Website Optimization, Datadog, Google Tag Manager
How do I contact Green Harbor Financial?
Green Harbor Financial contact info: Phone number: (781) 547-6775 Website: www.greenharborfinancial.com
What does Green Harbor Financial do?

Green Harbor Financial is an independent wealth management and financial planning company that serves clients across the country. They specialize in helping individuals and families develop and manage their savings and retirement income plans, including investments, annuities, and insurance policies. The firm is dedicated to providing personalized... financial advice and resources to ensure clients achieve their financial goals. With a focus on sustainable investing, Green Harbor Financial aims to create a comprehensive financial strategy tailored to each client's unique needs.Read More

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

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