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Insights

Strategic Partnerships Safe Harbor Financial has strategically partnered with Five Star Bank to expand access to cannabis banking nationwide, presenting an opportunity to offer specialized financial services to customers in the cannabis industry.

Experienced Leadership The recent appointment of Karl Racine, former attorney general of Washington, D.C., to the board of directors brings valuable expertise to Safe Harbor Financial. Leveraging his insights and connections could open doors to new business opportunities within the legal sector.

Industry Mergers The acquisition of Safe Harbor Financial by Northern Lights Acquisition Corp. and subsequent merger with EF Hutton highlights the company's growth trajectory. Exploring synergies post-merger could lead to cross-selling opportunities and expanded market reach.

Financial Expertise The hiring of James Dennedy as Chief Financial Officer underscores Safe Harbor's commitment to financial stability. Leveraging Dennedy's financial acumen could enhance credibility and attract potential clients seeking reliable financial services.

Strategic Business Development The appointment of Tyler Beuerlein as Chief Strategic Business Development Officer signifies Safe Harbor's focus on expanding its market presence. Collaborating with Beuerlein to identify strategic growth areas and tailored solutions could drive new business opportunities and revenue growth.

Similar companies to Safe Harbor Financial

Safe Harbor Financial Tech Stack

Safe Harbor Financial uses 8 technology products and services including WordPress, Twitter Emoji (Twemoji), core-js, and more. Explore Safe Harbor Financial 's tech stack below.

  • WordPress
    Content Management System
  • Twitter Emoji (Twemoji)
    Font Scripts
  • core-js
    Javascript Libraries
  • Select2
    Javascript Libraries
  • Revslider
    Miscellaneous
  • PHP
    Programming Languages
  • Advanced Custom Fields
    Web Platform Extensions
  • Slider Revolution
    Widgets

Media & News

Safe Harbor Financial 's Email Address Formats

Safe Harbor Financial uses at least 1 format(s):
Safe Harbor Financial Email FormatsExamplePercentage
FLast@safeharborfinancial.comJDoe@safeharborfinancial.com
47%
First.Last@safeharborfinancial.comJohn.Doe@safeharborfinancial.com
3%
FLast@safeharborfinancial.comJDoe@safeharborfinancial.com
47%
First.Last@safeharborfinancial.comJohn.Doe@safeharborfinancial.com
3%

Frequently Asked Questions

Where is Safe Harbor Financial 's headquarters located?

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Safe Harbor Financial 's main headquarters is located at 3 N Columbus Blvd 4th Floor Philadelphia, Pennsylvania 19106 US. The company has employees across 2 continents, including North AmericaEurope.

What is Safe Harbor Financial 's official website and social media links?

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Safe Harbor Financial 's official website is safeharborfinancial.com and has social profiles on LinkedIn.

What is Safe Harbor Financial 's NAICS code?

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Safe Harbor Financial 's NAICS code is 523920 - Portfolio Management.

How many employees does Safe Harbor Financial have currently?

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As of December 2019, Safe Harbor Financial has approximately 22 employees across 2 continents, including North AmericaEurope. Key team members include Chief Executive Officer: R. N.President, Wealth Management: A. P.President And Co-Founder: J. B.. Explore Safe Harbor Financial 's employee directory with LeadIQ.

What industry does Safe Harbor Financial belong to?

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Safe Harbor Financial operates in the Insurance industry.

What technology does Safe Harbor Financial use?

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Safe Harbor Financial 's tech stack includes WordPressTwitter Emoji (Twemoji)core-jsSelect2RevsliderPHPAdvanced Custom FieldsSlider Revolution.

What is Safe Harbor Financial 's email format?

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Safe Harbor Financial 's email format typically follows the pattern of . Find more Safe Harbor Financial email formats with LeadIQ.

When was Safe Harbor Financial founded?

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Safe Harbor Financial was founded in 1986.
Safe Harbor Financial

Safe Harbor Financial

InsurancePennsylvania, United States11-50 Employees

Founded in 1986, Safe Harbor Financial is a premier distributor of Annuity
and Life Insurance products, contracting over 20,000 Independent
Advisors across all 50 states. Through years of cultivating industry
relationships, we are proud to offer the broadest array of retirement
solutions from the most prominent and financially stable insurance
companies. As an early pioneer in the industry, we have the experience
and knowledge to support the evolving needs of today’s financial
professional. 

Our team is comprised of seasoned sales, marketing and service
specialists who are committed to helping Financial Advisors achieve longterm success with less hassle.

• Headquartered in Philadelphia, our home office promotes a culture
of integrity, innovation and execution with multiple employees with
over 25 and even 30 years with the company

• Our veteran internal sales consultants deliver superior product
knowledge, advanced market expertise, and regulatory insights

• From licensing and new business submission to pending case follow
up and commissions, our operations team will become an extension
of the your back office, leaving you more time to focus on your client

Section iconCompany Overview

Headquarters
3 N Columbus Blvd 4th Floor Philadelphia, Pennsylvania 19106 US
NAICS Code
523920 - Portfolio Management
Founded
1986
Employees
11-50

Section iconFunding & Financials

  • $10M

    Safe Harbor Financial 's revenue is in the range of $10M

Section iconFunding & Financials

  • $10M

    Safe Harbor Financial 's revenue is in the range of $10M

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