Harbor Financial, Inc.

Stephen J. Levine

Founder & President


Stephen J. Levine



Hello, and thank you for taking the time to visit my website to learn more about us and what we do.  I am a Virtual Financial Advisor, and the Founder of Harbor Financial, Inc.


Stephen J. Levine was born in Belle Harbor, NY, where the name of his company Harbor Financial, Inc. originated. He has been in the financial services business for almost 35 years, starting back in 1986. Within his years in the business, Stephen has seen many fluctuations in the markets and the economy. He hopes to bring his years of exprerience and education to his clients.


Stephen started his career as an accountant in New York City. Within a year of graduating from college, he passed his Securities exams and began his career in the financial services business. To further help individuals and businesses achieve their financial goals, he added insurance into his purview. 


Stephen began at New York Life as a Training Manager for a financial services office in Brooklyn, NY. Subsequently, he founded Harbor Financial, Inc. originally as a marketing arm for insurance and financial advisors. This led him to create an insurance agency and join Hochman & Baker, Inc. (a Prudential Financial Company) where he became the Regional Marketing Director for the Northeast. 


Today, Stephen markets his business through Harbor Financial, Inc with the support of an Independent Registered Investment Advisory Company, Latitude Advisors, LLC, and Broker Dealer, GWN Securities, Inc.


He has a daughter that he's hoping will join him in the near future and ultimately take over Harbor Financial, Inc.



As a Virtual Investment Advisor professional, my sole purpose is to help busy Entrepreneurs, Founders, Business Owners, Startup Companies, and their Families work towards their hopes, dreams & goals through our financial planning process.


Please think of me and my team as a resource. Please contact me with any questions you may have. I look forward to hearing from you!