Insights

Niche Market Focus Safe Harbor Financial Services specializes in retirement planning and conservative investment strategies, appealing to clients who prioritize safety and stability, presenting opportunities for tailored financial products and advisory services.

Strong Local Presence With a well-established reputation along the Gulf Coast and media recognition, the company has a loyal, community-based customer base, ideal for regional marketing campaigns and localized service expansion.

Leadership Credibility Led by Jim Byrd’s 32 years of experience and media exposure, the firm emphasizes trust and credibility, providing a foundation for premium advisory services and potential referrals from satisfied clients.

Growth Opportunities Operating with a relatively small team of 2-10 employees and generating up to $10 million in revenue, there is significant potential for staff augmentation, technological integration, and scalable service offerings to reach more clients.

Market Positioning Positioned amidst industry giants like Charles Schwab and Fidelity, Safe Harbor’s niche focus on safety and integrity offers an opportunity to differentiate and develop specialized financial products catering to risk-averse investors.

Safe Harbor Financial Services, LLC Tech Stack

Media & News

Safe Harbor Financial Services, LLC's Email Address Formats

Safe Harbor Financial Services, LLC uses at least 1 format(s):
Safe Harbor Financial Services, LLC Email FormatsExamplePercentage
FLast@safeharfin.comJDoe@safeharfin.com
44%
First.Last@safeharfin.comJohn.Doe@safeharfin.com
6%
First@safeharfin.comJohn@safeharfin.com
6%
FLast@safeharfin.comJDoe@safeharfin.com
44%

Frequently Asked Questions

Where is Safe Harbor Financial Services, LLC's headquarters located?

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Safe Harbor Financial Services, LLC's main headquarters is located at 9056 Merritt Lane Daphne, Alabama 36526 United States. The company has employees across 2 continents, including North AmericaAsia.

What is Safe Harbor Financial Services, LLC's phone number?

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You can contact Safe Harbor Financial Services, LLC's main corporate office by phone at . 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 Safe Harbor Financial Services, LLC's official website and social media links?

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Safe Harbor Financial Services, LLC's official website is safeharfin.com and has social profiles on LinkedIn.

What is Safe Harbor Financial Services, LLC's NAICS code?

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Safe Harbor Financial Services, LLC's NAICS code is 52 - Finance and Insurance.

How many employees does Safe Harbor Financial Services, LLC have currently?

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As of March 2026, Safe Harbor Financial Services, LLC has approximately 5 employees across 2 continents, including North AmericaAsia. Key team members include Owner: A. E.National Sales Director: P. F.. Explore Safe Harbor Financial Services, LLC's employee directory with LeadIQ.

What industry does Safe Harbor Financial Services, LLC belong to?

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Safe Harbor Financial Services, LLC operates in the Financial Services industry.

What is Safe Harbor Financial Services, LLC's email format?

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Safe Harbor Financial Services, LLC's email format typically follows the pattern of FLast@safeharfin.com. Find more Safe Harbor Financial Services, LLC email formats with LeadIQ.

When was Safe Harbor Financial Services, LLC founded?

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Safe Harbor Financial Services, LLC was founded in 2006.

Safe Harbor Financial Services, LLC

Financial ServicesAlabama, United States2-10 Employees

At Safe Harbor Financial Services, our mission in financial planning is to offer sound, accurate advice that will provide individuals they need to make good solid decisions on their investment and retirement portfolios. Jim Byrd's proven record of 32 years in helping his clients meet their retirement objectives has built Jim a name that has made him recognized in the business community of one of integrity and credibility.

His trusted advice has built him a loyal customer base of hundreds that have remained loyal. His customers have become his friends. In today's environment of our unstable market both here and abroad, Jim's message is one of safety and growth with little, if any, market risk.

His guarantee is you will never run out of money before you run out of life. Safe Harbor Financial has been recognized as the leader along the Gulf Coast and among financial advisors as one of the best.

Jim Byrd is heard weekly on Tuesday's at 10: 05 am on WABF 1220 AM on your dial, and FM Talk Radio 106.5 Sunday evenings at 6:00 PM on "Safe Investing in a Changing Economy". Safe Harbor Financial Services has been written about in Bloomberg Business Week, USA Today, The Wall Street Journal and Newsweek as well as other larger online publications.

Section iconCompany Overview

Headquarters
9056 Merritt Lane Daphne, Alabama 36526 United States
Phone number
NAICS Code
52 - Finance and Insurance
Founded
2006
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    Safe Harbor Financial Services, LLC's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Safe Harbor Financial Services, LLC's revenue is estimated to be in the range of $1M$10M

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