Heritage Harbor Financial Associates

A Heritage of Client Service and Unparalleled Financial Investment Capabilities. Wells Fargo Advisors is one of the nation's premier financial services firms, serving and advising clients nationwide through more than 15,000 Financial Advisors. As the heir to some of America's most respected regional and national investment firms, Wells Fargo Advisors has retained a strong and abiding commitment to exceptional services based on trust and knowledge and a determination to put client needs above all else. Our Financial Advisors work with clients to understand their needs and life goals and then help them develop individual investment plans and investment portfolios that are easy to understand and monitor. What's more, as part of Wells Fargo & Company, Wells Fargo Advisors has the ability to draw on extensive experience and products across our company to satisfy our clients' investment needs and help them succeed financially. An active and engaged corporate citizen, Wells Fargo Advisors strives to always make our communities stronger and better. Our firm partners with team members and organizations across the country to promote the long-term economic prosperity and quality of life for everyone in our communities through philanthropy and volunteer activities.A Non-Bank Affiliate of Wells Fargo & Company.Wells Fargo Advisors is a non-bank affiliate of Wells Fargo & Company, one of the nation's largest and most respected financial institutions. In business since 1852 and named on Fortune magazine's "World's Most Admired Companies" list for 2009, 2010, 2011, 2012, 2013 and 2014, Wells Fargo is known and respected for its responsible stewardship of its clients' assets.

Harbor Financial Management LLC, located in Port Jefferson, NY, emphasizes the importance of discipline, training, and preparation in investment management. Drawing on the wisdom of Publilius Syrus, the company believes that true investment expertise is revealed during challenging times, requiring a commitment that goes beyond the calm periods. With a steadfast approach to navigating the complexities of the financial landscape, Harbor Financial aims to provide its clients with the resources and guidance necessary to weather any market storm. Their philosophy underscores the belief that effective investment management requires not only skill but also a proactive attitude during unpredictable conditions. Generated from the website

Coastline Wealth Management is a trusted health insurance company located in Port Jefferson NY. They specialize in providing tailored insurance solutions to meet the unique needs of individuals and families. With a commitment to exceptional customer service and expert guidance Coastline Wealth Management helps clients navigate their health insurance options with ease and confidence. Generated from this place's information