Safe Harbor Financial
Company

Safe Harbor Financial

Insurance 935 Kings Highway 22 employees SHFS
Employees
22
Contacts
3
Emails
3
Phones
1

Safe Harbor Financial Overview

Headquarters
935 Kings Highway
Industry
Insurance
Employees
22
Founded
1986
Stock Symbol
SHFS
NAICS
Insurance Carriers and Related Activities
Agencies, Brokerages, and Other Insurance Related Activities

About Safe Harbor Financial

Founded in 1986, Safe Harbor Financial is a premier distributor of Annuity and Life Insurance products, contracting over 20,000 Independent Advisors across all 50 states. Through years of cultivating industry relationships, we are proud to offer the broadest array of retirement solutions from the most prominent and financially stable insurance companies. As an early pioneer in the industry, we have the experience and knowledge to support the evolving needs of today’s financial professional. Our team is comprised of seasoned sales, marketing and service specialists who are committed to helping Financial Advisors achieve longterm success with less hassle. • Our home office promotes a culture of integrity, innovation and execution with multiple employees with over 25 and even 30 years with the company • Our veteran internal sales consultants deliver superior product knowledge, advanced market expertise, and regulatory insights • From licensing and new business submission to pending case follow up and commissions, our operations team will become an extension of the your back office, leaving you more time to focus on your client

Safe Harbor Financial Contact Details

People in AeroLeads
4
With contact data
3
Email contacts
3
75.0% coverage
Phone contacts
1
25.0% coverage

Safe Harbor Financial Org Chart

Sample employees and titles
Name Title Contact
Julie Lesicki Helping Financial Advisors Grow Through Risk-managed Retirement Solutions - Fixed Indexed Annuity Specialist - Strategic Partner to Rias & Registered
Email
David Wren Certified Financial Planner (Cfp) @ Safe Harbor Financial (Owner)
View
Andy Fedo VP of Business Development at Safe Harbor Financial Consulting
Email
Paul Federico National Sales Director at Safe Harbor Financial Services, Llc
Email Phone

Employees by Management Level

Executive 1 profile
VP / Head 1 profile
Director 1 profile
Individual contributor 1 profile

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