Harbor Financial, Inc. is a specialized financial services business partner for tax and accounting professionals. Harbor Financial, Inc. attracts qualified CPAs, Tax Preparers and Enrolled Agents into the financial services business. It help them obtain their licenses, trains them and supports their activities to increase overall revenue.  The accountant becomes both the client and partner of Harbor Financial, Inc.

Harbor Financial, Inc. offers its clients expertise in various development styles. Using a team of established professionals in brand development and practice growth, Harbor guides clients through the early stages of establishing a financial planning practice. The result is “partner level” support from Harbor Financial, Inc.  They  offer solutions for wealth and risk management that make the difficult objective of developing a financial services practice possible.

Harbor Financial, Inc. aims to fill a niche market by helping accountants deliver and implement quality financial solutions for their clients. With flexible, competitively-based pricing, access to technology that helps clients run their offices more effectively and an extensive list of investment and insurance plans, partnering with Harbor Financial, Inc. is the fastest, easiest and most effective way a for an accountant to add financial services to their practice.