David Wren and Fillip Gershon founded Safe Harbor Financial with the goal of assisting clients in every aspect of their financial lives. Though the years, Safe Harbor Financial has strategically added advisors to the firm. Each advisor brings unique knowledge and experience to this Financial Planning Boutique. Caring is the backbone of our practice. We believe that clients are best served when they are listened to and understood. Integrity, loyalty, respect, and teamwork are values that Safe Harbor Financial was built on. The client always comes first. Every client’s goals are different; as a result, their individual plan is unique and customized. We provide the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to help create financial stability and security to provide financial independence. It is through listening to the concerns and needs of our clients that we are able to develop sound solutions. It is our desire to build meaningful, long lasting and mutually beneficial relationships with our clients."Registered Representative offering securities and advisory services through Cetera Advisors LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity. Branch: 1540 Highway 138 Suite 303, Wall, NJ 07719"