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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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Your Values. Our Commitment.

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We're there to help you on life journeys.

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Resources you can use. Expertise you can trust.

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Where you need us. When you need us.

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ABOUT US

Focused on helping you realize your life goals.

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OUR TEAM

Comprehensive capabilities to help you manage your finances.

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RESOURCES

Research, news, and tools to keep you informed.

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CONTACT US

Request a complimentary consultation or visit us.

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Happening Now

Client Letter | Gearing Up for Summer | June 3, 2021

The next several months may historically be the most volatile of the year, but the U.S. economy continues to recover remarkably quickly with many positives.

Proceed With Caution in the Bond Market | Weekly Market Commentary | June 1, 2021

Long-term interest rates have traded sideways recently, but LPL Research argues that high-quality bonds can play a pivotal role in mitigating equity risk.

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

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