Harbor Advisory Corp

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Investment Advisory Service, Financial Planners, Financial Planning Consultants

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Today: 8:30 am - 5:00 pm

52 Years

in Business

Accredited

Business

(603) 431-5740Call Visit WebsiteVisit Website Map & DirectionsDirections500 Market St Unit 11Portsmouth, NH 03801 Write a ReviewWrite Review

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Hours

Regular Hours

Mon - Fri:	8:30 am - 5:00 pm

Places Near Portsmouth with Investment Advisory Service

Kittery (5 miles)
Newington (6 miles)
Eliot (7 miles)
Greenland (8 miles)
Rye (8 miles)
North Hampton (13 miles)
Stratham (14 miles)
Newmarket (14 miles)
York (14 miles)
Durham (14 miles)

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BBB Rating

Location

Nobles Island

AKA

Harbor Advisory Corporation

Other Links

https://www.harboradvisory.com/contact-us

http://harboradvisory.com

Categories

Investment Advisory Service, Financial Planners, Financial Planning Consultants, Investment Management, Investment Securities, Retirement Planning Services

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Details

Phone: (603) 431-5740

Address: 500 Market St Unit 11, Portsmouth, NH 03801

Website: https://www.harboradvisory.com/contact-us

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Harbor Advisory Corp

Estate Taxes

Investment Management
While investment management is often viewed as the central part of our client relationships, that is just part of what Harbor Advisory can do for you. Please take a moment to learn more about our financial counseling offerings.
Wealth Management
Harbor Advisory has been integrating investment and related wealth management services to meet our clients’ personal goals since 1972. We’re experienced, we're independent, and we're committed to delivering personalized wealth management services to our clients.

Financial Planning
Since 1972 Harbor Advisory has provided personalized wealth management services and related asset management counsel to high and ultra-high net worth families and individuals. We are committed to delivering tailored financial planning and asset management services that consistently build our clients’ wealth. Harbor Advisory’s reputation for delivering comprehensive financial planning, investment management, and asset-related services spans almost 50 years. The firm’s core philosophy is grounded by a commitment to deliver tailored solutions and superior service to its clients.
Retirement Planning
Harbor Advisory provides personalized investment services, estate planning expertise, retirement planning, and in-depth counsel on all wealth-related financial decisions. Harbor Advisory’s services have been designed to meet high net worth and ultra-high net worth families’ personal and financial needs. Our highly tailored approach allows us to maximize our clients’ investment returns while controlling risk and minimizing the impact of income and estate taxes.
Asset Management
Harbor Advisory selects the most appropriate securities to construct investment portfolios designed to meet each of our clients’ specific goals and objectives. Asset allocation is the single biggest determinant of investment returns, as well as risk. Special attention is paid to arriving at an allocation that fits an individual’s or family’s needs. We use a traditional, fundamental approach to select the individual equities, exchange-traded index funds, and debt securities of high-quality companies we feel are undervalued. Alternative investments may be employed on a selective basis, given clients’ goals and circumstances. We perform original research in conjunction with our Investment Committee and monitor our portfolio companies’ Wall Street analysis. Our investing style is oriented toward long-term growth of capital with particular emphasis on risk management and tax efficiency.

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