Reviews for Safe Harbor Financial Solutions

Write a review
  • Apr 2024

    I have been working with Brad and Jason for over a Decade. I have not lost a single penny and have paid zero fees. Their Client Events really make you feel appreciated. I could not Recommend them enough to Friends and Family.

  • Mar 2024

    I have been with Brad and Jason for nearly 20 years! I have never been disappointed with them!! The attention to detail is second to none and their advice has always been extremely appropriate for my financial needs and to the building of my portfolio!!

  • Nov 2021

    Brad and his staff are amazing people to work with. He is an experienced financial professional who takes a proactive approach and has a clear strategy on building my retirement, has a great support team and I trust Brad, in addition to his team, with all my financial goals for retirement. I would highly recommend Safe Harbor Financial Solutions to anyone.

Hours

Monday: 8:30AM - 5PM
Tuesday: 8:30AM - 5PM
Wednesday: 8:30AM - 5PM
Thursday: 8:30AM - 5PM
Friday: 8:30AM - 1PM
Saturday: ClosedSunday: Closed

Ratings

Google Google: 4.1/5 BBB BBB: A+

Safe Harbor Financial Solutions

4801 Hwy 61 N STE 201, Otsego

Directions Call Website Suggest an Edit
badge
Get your award certificate!