Safe Harbor Asset Management, Inc. - Huntington, New York

Safe Harbor Asset Management, Inc.

Safe Harbor Asset Management, Inc. is a highly regarded financial services company located at 167 E Main St, Huntington, NY 11743, United States. They can be contacted by phone at 6314214341 or visited on their website at investsafeharbor.com. With a focus on financial planning, investment services, and tax consulting, Safe Harbor Asset Management has distinguished itself through its specialization in these key areas.

The company is committed to providing a welcoming and accessible environment for all clients, offering wheelchair-accessible facilities and recommending appointments for the best service experience. With only a handful of reviews available online, the majority of which are highly positive, Safe Harbor Asset Management appears to have earned a strong reputation in the local community. The available reviews speak highly of the company's knowledgeable and approachable staff, as well as the effective management of clients' investment portfolios.

Company Details and Specialties

• Financial Planner: Safe Harbor Asset Management offers personalized financial planning services to help clients achieve their long-term goals.
• Financial Consultant: Their team of experienced consultants provides expert advice on various financial matters, including investments, retirement planning, and tax strategies.
• Investment Service: The company manages a wide range of investment portfolios, tailored to suit individual client needs and risk tolerances.
• Tax Consultant: Safe Harbor Asset Management helps clients navigate complex tax laws and optimize their financial strategies to minimize tax liabilities.

Additional Services and Accessibility

• Wheelchair-accessible parking
• Wheelchair-accessible entrance
• Wheelchair-accessible restroom facilities
• Appointments recommended for optimal service

Client Testimonials and Reviews

With a solid track record and a handful of reviews, Safe Harbor Asset Management has garnered a 5/5 average rating on Google My Business. One long-standing client appreciates the guidance of their RIA, Steve Davis, who is always available to answer questions and explain financial matters in an accessible manner. Another client, Mary Spitzer, praises the company's expertise in managing 1031 exchanges and portfolios. These testimonials suggest that Safe Harbor Asset Management is committed to delivering exceptional service and results for its clients.

👍 Reviews of Safe Harbor Asset Management, Inc.

Mary S.

5/5

I have been a client of Safe Harbor Asset Management for 20 years. I appreciate the guidance of my RIA, Steve Davis, who is always cheerfully available to answer my sometimes naive questions. He has a way of explaining my finances so I actually understand. I trust him completely and my investment portfolio has done very well even in bad market times. I'm in good hands.

Mary Spitzer, 1031 Exchange and Managed Portfolio Client

Phyllis L.

5/5

“I am a client of Safe Harbor Asset Management. I appreciate the guidance of my RIA, Steve Davis. My investment portfolio is in good hands.”

-Phyllis Lubarsky, 1031 Exchange and Managed Portfolio Client

d A.

5/5

We have been very satisfied clients for 10 years. Safe Harbor Asset Mgmt. has proven to be client focused and very disciplined throughout the ups and downs of the market. The entire staff is professional, accessible, attentive & responsive to any and all questions or concerns. We highly recommend Safe Harbor Asset Management.