The Harbor Group, Inc.

The Harbor Group, Inc. (CRD# 105637) is a financial advisory firm headquartered in Bedford, NH. They manage $852,293,356 in 2,982 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    852
    MILLION
  • Total Number of Accounts
    2,982
    ACCOUNTS
  • Average Account Value
    $285,813
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CT, FL, MA, ME, NH, NY, PA, TX

Financial Advisors at The Harbor Group, Inc.
Showing 1 - 6 of 6 top financial advisors.
1
Marc A. Hebert
CRD#: 1066810
402 Riverway Place, Bedford, NH 03110
96
Wealthminder
score

Marc Hebert (CRD# 1066810) is an Investment Advisor Representative working at The Harbor Group, Inc. in Bedford, NH and has over 33 years of experience in the finance industry. Marc Hebert has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Timothy M. Riley
CRD#: 1012436
402 Riverway Place, Bedford, NH 03110
96
Wealthminder
score

Timothy Riley (CRD# 1012436) is an Investment Advisor Representative working at The Harbor Group, Inc. in Bedford, NH and has over 34 years of experience in the finance industry. Timothy Riley has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Ryan J. Callaghan
CRD#: 6106822
402 Riverway Pl, Bedford, NH 03110
93
Wealthminder
score

Ryan Callaghan (CRD# 6106822) is an Investment Advisor Representative working at The Harbor Group, Inc. in Bedford, NH and has over 4 years of experience in the finance industry. Ryan Callaghan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Christopher R. Macbean
CRD#: 5952398
402 Riverway Place, Bedford, NH 03110
90
Wealthminder
score

Christopher Macbean (CRD# 5952398) is an Investment Advisor Representative working at The Harbor Group, Inc. in Bedford, NH and has 1 year of experience in the finance industry. Christopher Macbean has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Cameron L. Murphy
CRD#: 5843576
402 Riverway Pl, Bedford, NH 03110
90
Wealthminder
score

Cameron Murphy (CRD# 5843576) is an Investment Advisor Representative working at The Harbor Group, Inc. in Bedford, NH and has over 5 years of experience in the finance industry. Cameron Murphy has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Vickie T. Worrad
CRD#: 4521387
402 Riverway Place, Bedford, NH 03110
90
Wealthminder
score

Vickie Worrad (CRD# 4521387) is an Investment Advisor Representative working at The Harbor Group, Inc. in Bedford, NH and has 1 year of experience in the finance industry. Vickie Worrad has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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