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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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Inflation And What the Fed Is Saying | Weekly Market Commentary | June 21, 2021

Inflation And What the Fed Is Saying | Weekly Market Commentary | June 21, 2021

Inflation seems to be on the rise, but LPL Research believes there are good reasons to think it will be transitory.

Sustainable Investing Becoming Mainstream in Fixed Income | Weekly Market Commentary | June 14,2021

Sustainable Investing Becoming Mainstream in Fixed Income | Weekly Market Commentary | June 14,2021

Sustainable investing is becoming more mainstream in fixed income markets and companies that recognize that changing dynamic…

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