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Insights

Wealth Management Needs Mid-sized financial services firm with a revenue range of 10-25 million and 11-50 employees, indicating potential for high-value, relationship-driven advisory services and a need for comprehensive wealth planning solutions that scale with client assets.

Integrated Planning Offers integrated planning with tax and legal advisors, suggesting opportunities to provide enhanced multi-disciplinary services, advanced tax optimization, estate planning, and risk management solutions for affluent clients.

Tech Enablement Uses a mix of cloud and web technologies (AWS, WordPress, Shopify, WooCommerce) which indicates openness to digital onboarding, client portals, and marketing automation enhancements to improve leads and client experience.

Growth Readiness Current size and revenue imply room to scale services for increasingly complex client needs, presenting upsell opportunities around retirement planning, investment management, and customized financial education programs.

Competitive Position Operating in a space with large incumbents but a likely personalized service niche; potential to position as a hybrid, fee-based advisory firm that highlights personalized planning, fiduciary standards, and local market expertise to win high-net-worth clients.

Similar companies to Harbor Lights Financial Group, Inc.

Harbor Lights Financial Group, Inc. Tech Stack

Harbor Lights Financial Group, Inc. uses 8 technology products and services including Amazon Web Services, WordPress, Shopify, and more. Explore Harbor Lights Financial Group, Inc.'s tech stack below.

Harbor Lights Financial Group, Inc.'s Email Address Formats

Harbor Lights Financial Group, Inc. uses at least 3 email formats:
Harbor Lights Financial Group, Inc. Email FormatsExamplePercentage
First.Last@hlfg.comJohn.Doe@hlfg.com
65%
FirstLast@hlfg.comJohnDoe@hlfg.com
20%
FLast@hlfg.comJDoe@hlfg.com
15%

Frequently Asked Questions

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

Minus sign iconPlus sign iconHarbor Lights Financial Group, Inc.'s official website is hlfg.com and has social profiles on LinkedIn.

How much revenue does Harbor Lights Financial Group, Inc. generate?

Minus sign iconPlus sign icon As of October 2026, Harbor Lights Financial Group, Inc.'s annual revenue is estimated to be $10M - $25M.

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

Minus sign iconPlus sign iconHarbor Lights Financial Group, Inc.'s NAICS code is 52 - Finance and Insurance.

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

Minus sign iconPlus sign iconAs of October 2026, Harbor Lights Financial Group, Inc. has approximately 11 employees across 1 continents, including North America. Key team members include Partner And Wealth Manager: K. R., Director Of Client Services: M. M. and Wealth Manager: E. H. Explore Harbor Lights Financial Group, Inc.'s employee directory with LeadIQ.

What industry does Harbor Lights Financial Group, Inc. belong to?

Minus sign iconPlus sign iconHarbor Lights Financial Group, Inc. operates in the Financial Services industry.

What technology does Harbor Lights Financial Group, Inc. use?

Minus sign iconPlus sign iconHarbor Lights Financial Group, Inc.'s tech stack includes Amazon Web Services, WordPress, Shopify, WooCommerce, Underscore.js, Brevo, Facebook Share Button and Animate.css.

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

Minus sign iconPlus sign iconHarbor Lights Financial Group, Inc.'s email format typically follows the pattern of First.Last@hlfg.com. Find more Harbor Lights Financial Group, Inc. email formats with LeadIQ.

When was Harbor Lights Financial Group, Inc. founded?

Minus sign iconPlus sign iconHarbor Lights Financial Group, Inc. was founded in 1974.
Harbor Lights Financial Group, Inc. logo

Harbor Lights Financial Group, Inc.

Financial ServicesUnited States11-50 Employees

Harbor Lights Financial Group, Inc. operates in the financial services sector as a full-service wealth planning and management firm. Based in Wall Township, New Jersey, the company emphasizes delivering customized strategies to help clients accumulate, preserve, grow, and transfer wealth, aligned with their risk tolerance and long-term goals.

The firm collaborates with clients and their tax and legal advisors to develop integrated plans that address current finances and future objectives across the short and long term. It emphasizes education about personal finances to support prudent decision-making and offers tailored planning as part of its service within the U.S. wealth management landscape, supported by a small team.

Section iconCompany Overview

Website
hlfg.com
NAICS Code
52 - Finance and Insurance
Founded
1974
Employees
11-50

Section iconFunding & Financials

  • $10M - $25M

    Harbor Lights Financial Group, Inc.'s revenue is estimated to be in the range of $10M - $25M

Company Leadership

  • Partner And Wealth Manager at Harbor Lights Financial Group, Inc.
    K. R.
    Partner And Wealth Manager
    Mobile Phone
  • Director Of Client Services at Harbor Lights Financial Group, Inc.
    M. M.
    Director Of Client Services
    Mobile Phone
  • Wealth Manager at Harbor Lights Financial Group, Inc.
    E. H.
    Wealth Manager
    Mobile Phone
  • Senior Account Administrator at Harbor Lights Financial Group, Inc.
    T. L.
    Senior Account Administrator
    Mobile Phone
  • Wealth Advisor at Harbor Lights Financial Group, Inc.
    M. E.
    Wealth Advisor
    Mobile Phone

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