Safe Harbor Financial Planning

Safe Harbor Financial Planning is a small, independent, full-service company offering high-quality financial services to individuals, families and businesses. We strive to provide our clients with an exceptional level of personal service and to instill a sense of confidence and well-being in their financial lives. To achieve these objectives we've structured the firm to provide the following:

Comprehensive Planning - we address every area of your financial situation including cash flow management, retirement planning, college funding, tax management, insurance needs, and estate planning.

Fiduciary Relationship - we abide by the NAPFA fiduciary oath, which obligates us to provide the highest possible level of service and to work only in your interests.

Fee Only Billing - we maintain our objectivity and fierce independence by refusing to accept commissions or fees from insurance or mutual fund companies.

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Advisors at this Office

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This Office

53 Rossmore Ave Bronxville, NY 10708-5615 Phone: 914-771-5277 Fax: 914-470-7093

Primary Office

53 Rossmore Ave Bronxville, NY 10708-5615 Phone: 914-771-5277 Fax: 914-470-7093