Safe Harbor Financial Planning & Investment Advisory, LLC

Safe Harbor Financial Planning & Investment Advisory, LLC (CRD# 151810) is a financial advisory firm headquartered in Statesboro, GA. They manage $37,921,723 in 149 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    38
    MILLION
  • Total Number of Accounts
    149
    ACCOUNTS
  • Average Account Value
    $254,508
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

GA

Financial Advisors at Safe Harbor Financial Planning & Investment Advisory, LLC
Showing 1 - 1 of 1 top financial advisors.
1
James B. Kennedy
CRD#: 5725486
23 Siebald Street, Statesboro, GA 30458

James Kennedy (CRD# 5725486) is an Investment Advisor Representative working at Safe Harbor Financial Planning & Investment Advisory, LLC in Statesboro, GA and has 1 year of experience in the finance industry.

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