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Safe Harbor Asset Management, located in Huntington, NY, is a fee-only SEC Registered Investment Adviser dedicated to managing family wealth and mitigating taxes to enhance clients' financial well-being. The firm specializes in providing investment-grade property alternatives for 1031 Exchanges, leveraging a robust inventory of Delaware Statutory Trusts (DSTs) to help affluent investors sustain their wealth through strategic planning. Guided by the principles of Modern Portfolio Theory, Safe Harbor employs a global strategic Asset Allocation model to construct diversified portfolios, combining index and enhanced index funds. The firm is also recognized for its commitment to client education, offering lectures on topics such as tax-deferral strategies and retirement planning to empower clients in navigating complex financial landscapes. Generated from the website

Stein Financial Svces is a trusted financial services firm based in Huntington, NY, specializing in personalized wealth management solutions for individuals and businesses. With a focus on strategic planning and investment management, Stein Financial Svces helps clients navigate the complexities of the financial landscape to achieve their long-term goals. Generated from their business information

G.R. Reid Advisory Services LLC is a financial advisory firm located in Huntington NY. The firm specializes in providing personalized financial planning and investment strategies to help clients achieve their financial goals. With a focus on building strong relationships G.R. Reid Advisory Services LLC aims to offer expert guidance and tailored solutions for individuals and businesses alike. Generated from this place's information