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Harbor Financial Group, LLC Employee Directory

Financial ServicesSouth Carolina, United States11-50 Employees

Harbor Financial Group, LLC is a private wealth management firm operating within the financial services sector, located in Charleston, South Carolina, with additional offices in Murrells Inlet. The firm focuses on helping individuals, businesses, and non-profits manage and preserve wealth through a clearly defined process designed to support informed financial decisions. Securities and advisory services are provided through LPL Financial, a registered investment advisor, and the organization notes compliance considerations related to state licensing for its representatives. The company positions itself as serving clients in South Carolina and emphasizes professional guidance across planning needs, while situating its operations within a network of established financial institutions and advisory services.

Find Harbor Financial Group, LLC employees' phone numbers or email addresses

Harbor Financial Group, LLC Global Highlights

Location
Employees

North America
16

Minus sign iconPlus sign icon
  • United States Of America
    16

Harbor Financial Group, LLC's Leadership

  • Stylized image of a person
    C. W.
    Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. M.
    Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. W.
    Partner At Harbor Financial Group, Llc
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. O.
    Owner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    N. B.
    Client Relationship Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. F.
    Financial Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. H.
    Financial Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    L. S.
    Branch Administrator
    Phone icon
    Mobile Phone

Harbor Financial Group, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Harbor Financial Group, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    C. W.
    Partner
    Phone icon
    Mobile Phone
    United StatesSouth Carolina
    Dec 29, 2023
  • Stylized image of a person
    B. M.
    Partner
    Phone icon
    Mobile Phone
    United StatesSouth Carolina
    Apr 17, 2026
  • Stylized image of a person
    R. W.
    Partner At Harbor Financial Group, Llc
    Phone icon
    Mobile Phone
    United StatesSouth Carolina
    Jun 01, 2026
  • Stylized image of a person
    R. O.
    Owner
    Phone icon
    Mobile Phone
    United StatesFlorida
    May 29, 2026
  • Stylized image of a person
    N. B.
    Client Relationship Manager
    Phone icon
    Mobile Phone
    Jun 28, 2026
  • Stylized image of a person
    M. F.
    Financial Advisor
    Phone icon
    Mobile Phone
    United StatesDelaware
    Jun 01, 2026
  • Stylized image of a person
    J. H.
    Financial Advisor
    Phone icon
    Mobile Phone
    United StatesNorth Carolina
    Apr 16, 2026
  • Stylized image of a person
    L. S.
    Branch Administrator
    Phone icon
    Mobile Phone
    United StatesSouth Carolina
    Feb 11, 2025
  • Stylized image of a person
    B. F.
    Wealth Advisor
    Phone icon
    Mobile Phone
    United StatesSouth Carolina
    Apr 14, 2026
  • Stylized image of a person
    S. W.
    Client Services Associate
    Phone icon
    Mobile Phone
    United StatesSouth Carolina
    Jun 28, 2026

Frequently Asked Questions

What is Harbor Financial Group, LLC known for?

Minus sign iconPlus sign iconHarbor Financial Group, LLC was founded in 2009 operates in the Financial Services industry. The company's main headquarters is located in 51 State Street Charleston, South Carolina 29401 United States. Explore Harbor Financial Group, LLC's company overview page for more information.

What is Harbor Financial Group, LLC's most common email format?

Minus sign iconPlus sign iconHarbor Financial Group, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Harbor Financial Group, LLC email formats with LeadIQ.

How many employees does Harbor Financial Group, LLC have currently?

Minus sign iconPlus sign iconHarbor Financial Group, LLC has approximately 25 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are Harbor Financial Group, LLC's key employees and leadership?

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As of June 2026, Harbor Financial Group, LLC's key employees include:

  • Partner: C. W.
  • Partner: B. M.
  • Partner At Harbor Financial Group, Llc: R. W.
  • Owner: R. O.
  • Client Relationship Manager: N. B.

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