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 35 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 35 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 5 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 6 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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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.