Jim Byrd and his experienced, responsive team members at Safe Harbor Financial Services understand your need for trust, integrity and transparency. We understand how important it is for you to be able to trust your financial advisers particularly in the wake of recent, highly publicized corporate failures and investment management misdeeds. Regardless of the direction the stock market and interest rates take in the future, it’s important to have a trusted adviser you can count on to provide you straightforward, comprehensive information and assist you with the management of your financial interests. As an Investment Adviser Representative our firm has a fiduciary responsibility to manage your money prudently and responsibly.
Headquarters: Daphne, AL
# of employees: 6
Total Assets: $100 Million
35 Years of Financial Experience On Your Side
Safe Harbor Financial Service’s mission is to help people create, preserve and nurture wealth, protect and conserve their life’s savings, and plan for the distribution of those savings in the most tax efficient manner while living and at death. Our specialty is in the post-retirement arena, whereby an emphasis is placed on retirement income planning and estate planning*. Safe Harbor Financial Services assists retirees in creating income that cannot be outlived while helping protect their assets for a spouse or other heirs upon their death.
* Estate planning will be referred to a local attorney. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.