Snug Harbor Financial and Insurance Services, LLC

PHONE: (781) 871-8800

INVESTMENT MANAGEMENT

We'll build a personal investment strategy for you …

For years, the traditional investment management sales approach has been to simply ask how much money you have and then tell you how they'll invest it. Compounding this shortsighted approach, many advisors are often too focused on selling proprietary products—with little consideration on what matters most to you. That's not our way.

We offer:

• Objective: Our clients deserve objective investment advice, held to the highest fiduciary standard, and free of conflict.

• Holistic View: Our clients cannot make fully informed financial decisions without a holistic, 360-degree view of their money.

• Transparent: Technology can help clients understand things their bank or broker can't or won't tell you.

• Dedicated: Our clients deserve a dedicated personal financial advisor, aligned with their success.

• Strategy: Our clients don't need more high-cost financial products, they need a smart wealth management strategy.

• Personal: Each of our clients has a unique set of needs and deserves a truly personal approach.

• Our goal is simple: To help you manage and grow your money during retirement while creating a Retirement Paycheck and Income for Life Plan. Snug Harbor Financial is dedicated to being a next generation financial advisor dedicated to achieving our client's long term security and retirement well being.

Snug Harbor Financial and Insurance Services, LLC
800 Hingham Street #200N,
Rockland, MA 02370

Phone: (781) 871-8800
Fax: (781) 871-0267
E-mail: info@snugharborfinacial.com

Copyright © 2013 Snug Harbor Financial and Insurance Services, LLC | All Right Reserved. All written content on this site is for informational purposes only. Opinions expressed herein are solely those of Snug Harbor Financial and Insurance Services, LLC and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Securities offered through Gradient Securities, LLC., Member FINRA / SIPC. Fee-based financial planning and investment advisory services are offered through Gradient Investment Advisor LLC (Shoreview, MN 877-885-0508), a SEC registered investment advisor. Insurance products and services are offered through Snug Harbor Financial and Insurance Services, LLC Snug Harbor Financial and Insurance Services, LLC is not an affiliate of Gradient Securities, LLC or Gradient Advisors, LLC. Gradient Advisors LLC and Gradient Securities, LLC do not render tax, legal, or accounting advice. The presence of this website shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of or where otherwise legally permitted.