Safe Harbor Asset Management, Inc.
Financial Advising
Hours:
167 E Main St, Huntington NY 11743
Hours
Most Recent Reviews
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April 2023
We have been very satisfied clients for 10 years. Safe Harbor Asset Mgmt. has proven to be client focused and very disciplined throughout the ups and downs of the market. The entire staff is professional, accessible, attentive & responsive to any and all questions or concerns. We highly recommend Safe Harbor Asset Management.
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March 2023
“I am a client of Safe Harbor Asset Management. I appreciate the guidance of my RIA, Steve Davis. My investment portfolio is in good hands.”-Phyllis Lubarsky, 1031 Exchange and Managed Portfolio Client
More Comments(3)
About Safe Harbor Asset Management, Inc.
As a “Fee Only” SEC Registered Investment Adviser, managing your family’s wealth is a serious undertaking. It is our Fiduciary responsibility to relieve you of the growing burden of taxes and the liability of increasing risk to protect your wealth. Our firm manages advisory accounts on a discretionary & non-discretionary basis.
Safe Harbor Asset Management, Inc. dba 1031 Investment Property Solutions is a Registered Investment Adviser. Serving as a leading provider of investment-grade property alternatives for 1031 Exchanges from coast to coast. We’re uniquely positioned to not only offer a robust inventory of DST's but also provide them to our investor clients at a lower cost. Ask us about our services today!
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