Safe Harbor Asset Management, Inc.
Financial AdvisingHours:
167 E Main St, Huntington NY 11743 Hours
About Safe Harbor Asset Management, Inc.
Safe Harbor Asset Management, Inc. is a “Fee Only” SEC Registered Investment Adviser dedicated to managing family wealth with a fiduciary responsibility. The firm focuses on relieving clients of the burdens of taxes and increasing risks to their wealth. Safe Harbor offers advisory accounts on both discretionary and non-discretionary bases, and is a leading provider of investment-grade property alternatives for 1031 Exchanges across the country. Clients have expressed high satisfaction, noting the firm’s client-focused approach, professionalism, and responsiveness. With over a decade of experience, clients appreciate the knowledgeable guidance provided by the staff, who are always available to answer questions. Safe Harbor Asset Management is recognized for helping clients achieve strong investment performance even during challenging market conditions.
Most Recent Reviews
April 2023
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.
March 2023
“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
More Comments(3)
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