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Financial Advisors

Harbor Financial Management

Financial Advisor serving Port Jefferson, New York · 1 of 2 financial advisors in the area

📍 314, Main Street, Port Jefferson, NY, 11777
📞 +1-631-473-••••
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📍 314, Main Street, Port Jefferson, NY, 11777

About Harbor Financial Management

Harbor Financial Management is a financial advisor located in Port Jefferson, New York. As a local financial advisor, they serve Port Jefferson and surrounding communities in New York. You can reach them through ProHorizon. Contact them through ProHorizon for a free quote.

Financial professionals in Port Jefferson should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the New York securities regulator before sharing any financial information.

💰 What Financial Advisors Cost in Port Jefferson

Budget
$0.5
% of assets/year
Average
$1
% of assets/year
Premium
$2
% of assets/year

Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales. Prices in Port Jefferson may vary based on the scope of work and provider.

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✅ Tips for Hiring Financial Advisors in Port Jefferson

Check online reviews and ratings before hiring
Get multiple quotes to compare pricing
Verify licensing and insurance
Ask for references from recent customers

Frequently Asked Questions

How much does a financial advisor cost in Port Jefferson?
Financial Advisors in Port Jefferson typically charge $0.5–$2 % of assets/year. Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales.
How do I choose the best financial advisor in Port Jefferson?
Check ratings and reviews, verify licensing and insurance, get multiple quotes, and ask about their experience with your specific needs. There are 2 financial advisors in Port Jefferson to choose from.
Does Harbor Financial Management offer free quotes?
Contact Harbor Financial Management directly to ask about free estimates. You can also request a quote through ProHorizon.

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