We have been in the financial services industry for 33 years and typically had engaged with our clients in the traditional way. Previously we held our meetings in person at our client’s offices, or even those of their attorneys or accountant’s. As we grew, it became apparent that this wasn’t the most efficient way of conducting business, so we had our clients come to us.
With the onset of technology such as e-signature software we began to move towards a remote way of working. Following the recent pandemic, we out of necessity, became a 100% remote operation and what a blessing in disguise this has turned out to be. Our clients have reported they are finding us accessible at the click of a button and with the help of Zoom, or Go To Meeting, we have retained that personal ‘face-to-face’ relationship. Without the hassle of travel back and forth we are able to provide our financial services nationwide with ease.
Stephen Levine
President
866-978-7773
slevine@harborfinancialinc.com
Stephen J. Levine is an Investment Advisor Representative of Latitude Advisors, LLC, as well as the founder and owner of Harbor Financial, Inc. He works with busy entrepreneurs, founders, business owners, startup companies and their families to achieve their hopes and dreams. Stephen understands the complexities and ever-evolving facets that people are facing every day in and around the financial services arena.