Harbor Wealth Management

Finance · Wisconsin, United States · 1-10 Employees

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Overview

Headquarters

727 Cormier Rd Ste 101, Green Bay, Wisco...

Phone Number

(920) 434-5310

Revenue

$5.5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About Harbor Wealth Management

Harbor Wealth Management, LLC is a full-service wealth management firm based in Green Bay, Wisconsin. Since our founding in 2007, we've been committed to providing a high level of service and leveraging the unique knowledge, abilities and experience of each of our professionals to create a customized wealth plan for each client. Harbor Wealth Management's mission is to help families build, maintain and protect their assets by following disciplined and transparent processes, resulting in clarity, peace of mind and measurable results.Explore more
Harbor Wealth Management's Social MediaPopular SearchesHarbor Wealth Management LLCHarbor Wealth ManagementHarbor Trust Wealth Management,LLCHarbor Wealth Management JoinSIC Code 62,628NAICS Code 52,523Show more

Harbor Wealth Management Org Chart

PhoneEmail
JB
United States flag for contact location.

President & Founding Principal

PhoneEmail

PhoneEmail
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Compare Similar Companies to Harbor Wealth Management

Compare insights from companies similar to Harbor Wealth Management, 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 Wealth Management

$5.5M
1-10
Private
-
2007
JB
Jeffrey BurandtPresident & Founding Principal
$6.4M
11-50
Private
-
1999
SR
Scott RobertsDirector, Life Insurance & Estate Planning
<$5M
11-50
Private
-
1995
AR
Azman RamathullaChief Operating Officer
<$5M
11-50
Private
<$5M
2004
Michael Lee, Chief Financial Officer at Stonebridge Financial Partners
Michael LeeChief Financial Officer
<$5M
1-10
Private
-
2010
RB
Renee BoulgerDirector, Operations
<$5M
1-10
Private
-
2015
Scott Danek, Founder & Wealth Advisor at Equanimity Wealth Management
Scott DanekFounder & Wealth Advisor
<$5M
1-10
Private
-
2010
RL
Robin LewisClient Service Coordinator
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Harbor Wealth Management Tech Stack

A closer look at the technologies used by Harbor Wealth Management

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Frequently Asked Questions Regarding Harbor Wealth Management

What is Harbor Wealth Management's official website?
Harbor Wealth Management's official website is www.harbor-wealth.com
What is Harbor Wealth Management's Revenue?
Harbor Wealth Management's revenue is $5.5 Million
What is Harbor Wealth Management's SIC code?
Harbor Wealth Management's SIC: 62,628
What is Harbor Wealth Management's NAICS code?
Harbor Wealth Management's NAICS: 52,523
How many employees does Harbor Wealth Management have?
Harbor Wealth Management has 1-10 employees
What industry does Harbor Wealth Management belong to?
Harbor Wealth Management is in the industry of: Finance, Securities Trading
What is Harbor Wealth Management competition?
Harbor Wealth Management top competitors include: Equanimity Wealth Management, Valorem Financial, Stonebridge Financial Partners, Nichols Wealth Partners
What companies has Harbor Wealth Management acquired?
Harbor Wealth Management has acquired the companies: Shobe Financial Group, Harbor Wealth Management, ZeroCelsius Wealth Studio, Schlipman Wealth Advisors
What technology does Harbor Wealth Management use?
Some of the popular technologies that Harbor Wealth Management uses are: WooCommerce, WordPress.org, Cloudflare Website Optimization, Cloudflare CDN
How do I contact Harbor Wealth Management?
Harbor Wealth Management contact info: Phone number: (920) 434-5310 Website: www.harbor-wealth.com
What does Harbor Wealth Management do?

Harbor Wealth Management, LLC is a full-service wealth management firm based in Green Bay, Wisconsin. Since our founding in 2007, we've been committed to providing a high level of service and leveraging the unique knowledge, abilities and experience of each of our professionals to create a customized wealth plan for each client. Harbor Wealth Manag... ement's mission is to help families build, maintain and protect their assets by following disciplined and transparent processes, resulting in clarity, peace of mind and measurable results.Read More

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

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