Harbor Financial Group
Likely to Engage tag.Highly Engaged Employees

Finance · South Carolina, United States · 1-10 Employees

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Overview

Headquarters

12303 Highway 707 # B, Murrells Inlet, S...

Phone Number

(843) 237-7676

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
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ZI Rank
1
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1
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1

About Harbor Financial Group

Harbor Financial Group, LLC is a private wealth management firm based in Charleston, SC, dedicated to providing exceptional service through a clearly defined process aimed at managing and preserving wealth. The firm offers customized wealth management, financial planning, and services for qualified plans, institutions, and endowments. Their consultative approach ensures that they understand clients' financial goals and create tailored plans to meet those objectives. Harbor Financial Group serves select individuals, businesses, and non-profits, emphasizing responsiveness and a supportive team to assist clients in their financial journeys.Explore more
Harbor Financial Group's Social MediaPopular SearchesHarbor Financial Group LLCHarbor Financial GroupHarbor Financial Group - Murrells InletHarbor Group FinancialSIC Code 62,628NAICS Code 52,523Show more

Harbor Financial Group Org Chart

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Client Relationship Manager

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Partner

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Wealth Advisor

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Financial Advisor

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Compare Similar Companies to Harbor Financial Group

Compare insights from companies similar to Harbor Financial Group, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Harbor Financial Group

<$5M
1-10
Private
-
2006
NB
Natallia BelmanClient Relationship Manager
$5.3M
11-50
Private
<$5M
2006
PS
Patricia SchwartzChief Administrative Officer (CAO)
<$5M
1-10
Private
-
-
BS
Buffie ShepherdManager, Operations
<$5M
11-50
Private
-
1984
CE
Carissa EberleClient Relationship Manager
<$5M
1-10
Private
-
-
NC
Nicholas CarrDirector, Operations
<$5M
1-10
Private
-
2014
MW
Maria WinkelriedDirector, Clients Relations
<$5M
1-10
Private
-
2007
LM
Lily McleanSupervisor
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Company Profile Activity

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Activity Insights

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

What does this means?

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

Harbor Financial Group Tech Stack

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Frequently Asked Questions Regarding Harbor Financial Group

What is Harbor Financial Group's official website?
Harbor Financial Group's official website is www.harborfinancialgroupsc.com
What is Harbor Financial Group's Revenue?
Harbor Financial Group's revenue is <$5 Million
What is Harbor Financial Group's SIC code?
Harbor Financial Group's SIC: 62,628
What is Harbor Financial Group's NAICS code?
Harbor Financial Group's NAICS: 52,523
How many employees does Harbor Financial Group have?
Harbor Financial Group has 1-10 employees
What industry does Harbor Financial Group belong to?
Harbor Financial Group is in the industry of: Finance, Securities Trading
What is Harbor Financial Group competition?
Harbor Financial Group top competitors include: Veritas Financial Management, Collaborative Wealth, Flagship Capital Advisors, KMG Private Wealth Management
What technology does Harbor Financial Group use?
Some of the popular technologies that Harbor Financial Group uses are: WooCommerce, WordPress.org, PHP, Proofpoint
How do I contact Harbor Financial Group?
Harbor Financial Group contact info: Phone number: (843) 237-7676 Website: www.harborfinancialgroupsc.com
What does Harbor Financial Group do?

Harbor Financial Group, LLC is a private wealth management firm based in Charleston, SC, dedicated to providing exceptional service through a clearly defined process aimed at managing and preserving wealth. The firm offers customized wealth management, financial planning, and services for qualified plans, institutions, and endowments. Their consult... ative approach ensures that they understand clients' financial goals and create tailored plans to meet those objectives. Harbor Financial Group serves select individuals, businesses, and non-profits, emphasizing responsiveness and a supportive team to assist clients in their financial journeys.Read More

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

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