Find Businesses & Services

Safe Harbor Asset Management in New York, New York

Safe Harbor Asset Management's Website

(516) 421-4341

950 Fingerboard Rd
New York, NY 11742

http://investsafeharbor.com

Map & Directions

Company Description:

Safe Harbor Asset Management (SAM) is a fee-based registered investment advisory firm located in the town of Huntington, NY. Having a 12 year GIPS Audited Performance History, SAM offers the following services: Financial Planning, Financial Advice, Estate Planning, Money Management, 401(k) Fiduciary/ Defined Contribution Advisory Services, Retirement Planning, Fund Management,1031 Exchange Consulting, Family Wealth Planning, College Preparation, and Investment Advice.

Services Offered:

Asset Manager On Long Island Wealth Management Modern Portfolio Theory Huntington Long Island New York Financial Services Financial Planning Estate Planning Retirement Planning Tax Planning Investment Advisory Services Profit Sharing Plans 401(k) Plans Asset Management Investment Strategy Registered Investment Advisor Fee-based Advisor Stephen K. Davis Portfolio Management Ria Defined Benefit Plans Audited Performance Asset Allocation Seminars Global Growth Mpt Investment Advisor
Financial Advisor Financial Planner Financial Advice Financial Adviser Private Wealth Management Free Consultation Fund Management Independent Financial Advisor Safe Harbor Safeharbor Strategic Asset Management Financial Seminars Investment Seminars Tax Strategies Real-estate Investments Tax Defferal Pension Plans Stephen Davis 401k Pension Planning Estate Financial Speaker Public Speaking Etf Speaking Engagemen

Business Information:

Business Sector:Residential, Commercial
Found any discrepancies in your company profile? Request to update the information