First Harbor
Financial Services
9525 Katy Freeway
5 employees
- Employees
- 5
- Contacts
- 2
- Emails
- 2
- Phones
- 1
First Harbor Overview
- Headquarters
- 9525 Katy Freeway
- Website
- firstharbor.com
- Industry
- Financial Services
- Employees
- 5
- Founded
- 1999
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
Keywords
About First Harbor
Over the past two decades, First Harbor has worked alongside businesses and individuals to help provide expertise and guidance in creating customized solutions for both employee benefits, 401(k) and individual financial planning. Our philosophy of taking a personal, long-term approach and our unequivocal commitment to our principles have earned us a reputation of excellence and integrity. First Harbor is strategically equipped to support companies with 10-500 employees. First Harbor has developed “The Workforce Navigator” which helps CFOs, CEOs and Heads of Human Resource departments retain their best employees, increase their profitability, and develop a powerful vision of their future. On the individual side, First Harbor helps key employees, professionals and individuals with their most important insurance and investment decisions. Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA (www.finra.org) / SIPC (www.sipc.org). Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Kestra IS and Kestra AS are not affiliated with First Harbor or any other entity listed on this page. This profile is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance Department at 844-553-7872.
First Harbor Contact Details
- People in AeroLeads
- 2
- With contact data
- 2
- Email contacts
- 2
- 100.0% coverage
- Phone contacts
- 1
- 50.0% coverage
First Harbor Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Viviana Martinez | Administrative Support Specialist | Greater Houston, United States |
Email
|
| David Miller, Clu, Chfc | Retirement, Benefits, and 401k Advisory | Houston, Texas, United States |
Email
Phone
|
Employees by Management Level
Individual contributor
3 profiles
Manager
1 profile
Intern / trainee
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| General | 3 | 3 | 1 |
| Sales | 2 | 2 | 1 |
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