We are a private wealth management firm providing exceptional service with a clearly defined process designed to help manage and preserve wealth. Based in South Carolina, with two convenient office locations in Murrells Inlet and Charleston, we are dedicated to helping select individuals, businesses, and non-profits make sound decisions for their financial future. Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member SIPC (sipc.org). The financial professionals associated with Harbor Financial Group may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
View Top Employees from Harbor Financial Group, LLCWebsite | http://www.harborfinancialgroupsc.com |
Revenue | $2.4 million |
Employees | 20 (8 on RocketReach) |
Founded | 2009 |
Address | 51 State St., Charleston, South Carolina 29401, US |
Phone | (843) 720-8868 |
Fax | (843) 720-8870 |
Technologies |
JavaScript,
HTML,
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Industry | Financial Services, Brokerage, Finance |
SIC | SIC Code 628 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 5239 Companies, NAICS Code 52 Companies, NAICS Code 52393 Companies, NAICS Code 523 Companies |
Looking for a particular Harbor Financial Group, LLC employee's phone or email?
The Harbor Financial Group, LLC annual revenue was $2.4 million in 2024.
Cam Werntz is the Partner of Harbor Financial Group, LLC.
8 people are employed at Harbor Financial Group, LLC.
Harbor Financial Group, LLC is based in Charleston, South Carolina.
The NAICS codes for Harbor Financial Group, LLC are [5239, 52, 52393, 523].
The SIC codes for Harbor Financial Group, LLC are [628, 62].