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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

Keep Calm And Clip Bond Coupons | Weekly Market Commentary | June 17, 2024

Fed meetings have been important drivers of market performance, especially in the Treasury market.

India At The Crossroads | Weekly Market Commentary | June 10, 2024

Global markets will be monitoring the composition of the new cabinet and the introduction of the budget in July to ascertain that the Modi doctrine remains relevant, pro-business, and above all else, pro-India.

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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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