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Helping build your legacy, one asset at a time

At Harbor Summit Financial, we help you identify and coordinate your goals for your work-life, retirement, and legacy, and develop a strategy toward meeting them. We take a holistic view of your personal situation and investments, demystify your options and potential opportunities, and help you construct a customized financial plan.

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We're there to help you on life journeys.

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Where you need us. When you need us.

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Happening Now

A Peek at Peak Inflation | Weekly Market Commentary | November 15, 2021

A Peek at Peak Inflation | Weekly Market Commentary | November 15, 2021

LPL Research looks at five signs to watch for that may signal that inflation may be at its peak.

Developed International: If not now, when? | Weekly Market Commentary | November 8, 2021

Developed International: If not now, when? | Weekly Market Commentary | November 8, 2021

Markets may be on the cusp of another rotation to value as global growth picks up, but we still favor the U.S. in 2022.

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Have a question? Our investment advisors would be happy to answer any questions you have about your financial situation.