Harbor Financial Services

Harbor Financial Services, LLC operates as a broker/dealer, SEC registered investment advisor, and general insurance agency that serves retail clients, corporations, and high net worth individuals in the United States. The company specializes in providing underwriting, private placement, and financial advisory services for governmental issuers, such as cities, counties, universities, and governmental authorities, as well as specialized issuers, which include 501(c)3 and special development districts. It offers financial research, investment, and planning services, including equity research, international equity research, closed-end funds research, fixed income and mutual fund research, retirement and estate planning, taxation, alternative investment, and institutional execution services and support. The company also provides a range of insurance products, such as life, health, and long term care insurance; personal and commercial property and casualty insurance; and fixed and variable annuities, insurance bonds, and education insurance. In addition, it offers education, marketing support, and litigation support services; and Offshore Banking Mobile App, an educational and useful application to explain significant information about offshore banking. The company is based in Mobile, Alabama with branch offices in the United States. It has public finance offices in Alabama and Florida. Harbor Financial Services, LLC operates as a subsidiary of The Harbor Bank of Maryland.