Insights

Strategic Industry Focus Safe Harbor Financial specializes in providing financial services and products to the highly regulated cannabis industry, positioning it as a key partner for financial institutions and businesses operating within this legal sector, which offers opportunities for tailored financial solutions.

Recent Expansion Moves The company's recent partnership with Five Star Bank and its acquisition by Northern Lights Acquisition Corp indicate active growth and potential for expanding its client base in the banking and cannabis sectors, creating sales opportunities for integrated financial and compliance solutions.

Leadership & Expertise Board members including former legal officials and new CFO appointments demonstrate a commitment to industry expertise and financial stability, appealing to prospective clients seeking knowledgeable partners in complex regulatory environments.

Technology Utilization The company's deployment of various digital tools and APIs signifies a modern, efficient operational approach that can be leveraged to offer innovative technological solutions to financial professionals needing seamless compliance and transaction management.

Growing Market Presence With a broad distributor network across all 50 states and a focus on regulatory compliance for the cannabis industry, Safe Harbor Financial is well-positioned to expand its market share, providing opportunities to pitch specialized retirement, insurance, and financial solutions tailored to niche industry needs.

Safe Harbor Financial Tech Stack

Safe Harbor Financial uses 8 technology products and services including Open Graph, Twemoji, Sirvoy, and more. Explore Safe Harbor Financial's tech stack below.

  • Open Graph
    Content Management System
  • Twemoji
    Font Scripts
  • Sirvoy
    Hotel Management
  • Sentry
    Issue Trackers
  • Envoy
    Load Balancers
  • Ruby on Rails
    Web Frameworks
  • Advanced Custom Fields
    Web Platform Extensions
  • Apache
    Web Servers

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 935 Kings Highway, Suite 300 West Deptford, NJ 08086, US. The company has employees across 1 continents, including North America.

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 524 - Insurance Carriers and Related Activities.

How many employees does Safe Harbor Financial have currently?

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As of October 2025, Safe Harbor Financial has approximately 21 employees across 1 continents, including North America. Key team members include Chief Executive Officer: R. N.President: R. H.President And Founder: R. L.. 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 Open GraphTwemojiSirvoySentryEnvoyRuby on RailsAdvanced Custom FieldsApache.

What is Safe Harbor Financial's email format?

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Safe Harbor Financial's email format typically follows the pattern of FLast@safeharborfinancial.com. 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

InsuranceUnited 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.

• 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
935 Kings Highway, Suite 300 West Deptford, NJ 08086, US
NAICS Code
524 - Insurance Carriers and Related Activities
Founded
1986
Employees
11-50

Section iconFunding & Financials

  • $10M$25M

    Safe Harbor Financial's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Safe Harbor Financial's revenue is estimated to be in the range of $10M$25M

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