Insights

Target Market Focus Harbor Financial specializes in supporting tax and accounting professionals, particularly CPAs and Enrolled Agents, presenting an opportunity to market financial products and services tailored for licensed tax experts seeking business growth support.

Growth Potential With an annual revenue range of 1 to 10 million and a dedicated niche audience, the company offers a promising entry point for financial technology solutions, training platforms, or marketing services aimed at small to mid-sized financial service firms.

Recent Promotions The launch of TurboTax 2024 promotional offers indicates active engagement in digital sales channels, suggesting opportunities for partnerships in tax software integrations or cross-promotional campaigns within the financial services ecosystem.

Tech Stack Compatibility Utilizing tools like WordPress, Google Analytics, and app-specific technologies, Harbor Financial is likely receptive to digital and analytics-driven solutions that can enhance their marketing, member engagement, or operational efficiency.

Strategic Support Services Their focus on licensing, training, and support for financial professionals implies a potential market for educational platforms, certification tools, or professional development solutions aimed at improving service quality and compliance.

Harbor Financial, Inc. Tech Stack

Harbor Financial, Inc. uses 8 technology products and services including Facebook Pixel, Calendly, Cloudflare CDN, and more. Explore Harbor Financial, Inc.'s tech stack below.

Facebook Pixel

Analytics

Calendly

Appointment Scheduling

Cloudflare CDN

Content Delivery Network

Swiper

Javascript Libraries

SWFObject

Miscellaneous

Yoast SEO

Search Engines

Google Analytics

Web Analytics

AddThis

Widgets

Harbor Financial, Inc. Email Formats	Example	Percentage
FLast@harborfinancialinc.com	JDoe@harborfinancialinc.com	100%

Harbor Financial, Inc. Email Formats

Example

Percentage

FLast@harborfinancialinc.com

JDoe@harborfinancialinc.com

100%

Frequently Asked Questions

Where is Harbor Financial, Inc.'s headquarters located?

Harbor Financial, Inc.'s main headquarters is located at 99 Crystal Court Hewlett, New York 11557 United States. The company has employees across 3 continents, including North AmericaAsiaEurope.

What is Harbor Financial, Inc.'s phone number?

You can contact Harbor Financial, Inc.'s main corporate office by phone at

+1-516-295-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Harbor Financial, Inc.'s official website and social media links?

Harbor Financial, Inc.'s official website is harborfinancialinc.com and has social profiles on LinkedIn.

What is Harbor Financial, Inc.'s NAICS code?

Harbor Financial, Inc.'s NAICS code is 52 - Finance and Insurance.

How many employees does Harbor Financial, Inc. have currently?

As of June 2026, Harbor Financial, Inc. has approximately 11 employees across 3 continents, including North AmericaAsiaEurope. Key team members include President: S. L.President: S. L.Business Development Leader And Customer Success Manager: J. M. B.. Explore Harbor Financial, Inc.'s employee directory with LeadIQ.

What industry does Harbor Financial, Inc. belong to?

Harbor Financial, Inc. operates in the Financial Services industry.

What technology does Harbor Financial, Inc. use?

Harbor Financial, Inc.'s tech stack includes Facebook PixelCalendlyCloudflare CDNSwiperSWFObjectYoast SEOGoogle AnalyticsAddThis.

What is Harbor Financial, Inc.'s email format?

Harbor Financial, Inc.'s email format typically follows the pattern of FLast@harborfinancialinc.com. Find more Harbor Financial, Inc. email formats with LeadIQ.

When was Harbor Financial, Inc. founded?

Harbor Financial, Inc. was founded in 1996.

Harbor Financial, Inc.

Q: How many employees does Harbor Financial, Inc. have currently?

Harbor Financial, Inc. has approximately 11 employees.

Q: What technology does Harbor Financial, Inc. use?

Harbor Financial, Inc.'s tech stack includes jQuery, Cloudflare CDN, FMG Suite, Video.js, MySQL.

Q: What is Harbor Financial, Inc.'s NAICS code?

Harbor Financial, Inc.'s NAICS code is 52 (Finance and Insurance).

Financial ServicesNew York, United States11-50 Employees

Harbor Financial, Inc. operates as a specialized financial services partner for tax and accounting professionals. The firm assists qualified CPAs, tax preparers, and enrolled agents by helping them obtain licenses, providing training, and supporting their practice to increase overall revenue, effectively turning accountants into both clients and partners. Based in Hewlett, New York, Harbor Financial positions itself within the financial services sector by focusing on professional development and alliance-building for its target market of tax and accounting professionals.

The company’s activities are aimed at enabling independent financial service practitioners to expand their service offerings and grow their businesses through collaborative support. A recent development noted is Harbor Financial’s promotion related to TurboTax 2024, indicating ongoing activity to attract and assist tax professionals in integrating software solutions into their practice.

Insights

Similar companies to Harbor Financial, Inc.

Ameriprise Financial

Fidelity Investments

Merrill Lynch

Raymond James

Edward Jones

MassMutual

Charles Schwab

Northwestern Mutual

Vanguard

LPL Financial

Morgan Stanley

UBS

T. Rowe Price