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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

What to Watch This Earnings Season | Weekly Market Commentary | April 18, 2022

With first quarter earnings season coming up, LPL Research highlights what they are watching and shares their latest thoughts on the 2022 profit outlook.

Headwinds to Global Growth | Weekly Market Commentary | April 11, 2022

LPL Research explains why we’ll likely see more regional and demographic divergence in the housing market.

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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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