What Clients Are Saying Safe Harbor Fiduciary (GG)
5 /5 Jacqueline Campbell: We are longterm investors/clients at Safe Harbor. They are one of the finest fiduciaries there is!
5 /5 Tyler Placeres: Ive been a client of Safe Harbor Fiduciary for a couple of years now, and their team—specifically Karl—has consistently exceeded my expectations. They provided personalized financial planning with a strong focus on my retirement portfolio. Karls experience is impressive; hes incredibly knowledgeable and always approachable. I feel confident and well-supported in my financial journey thanks to both the team’s and Karls expertise.
diane queen We have been working with Landsberg Bennett Private Wealth Management for many years as our financial advisors and administrators, and they have always been a pleasure to work with. We know we can trust Lew Bennett and his staff with such an important part of our lives, and we are very pleased with their successful track record for us during that time. Their flexible and highly diversified strategies enable us to adjust our portfolio investments to changing situations. They are always easily accessible and responsive to answer questions and provide services.
Lisa Magary Al is great! He helped me consolidate all of my 401k and well as set up a simple IRA for my staff. He is very knowledgable and easy to work with.
Trevor Wilson Mr. Eppes is absolutely fantastic to work with! He always takes the time to make sure he is understanding what your goals are and will explain how you can get there through different avenues. His website is one of the best for consolidating all of your information in one place, and it has tools for you to hypothetically plan out different scenarios. 11/10 would recommend!
Nick Schery Lisa is fantastic, very helpful, knowledgeable, and reasonable (pricing and otherwise). I cannot say enough good things about her or how she conducts business. I wouldn’t hesistate to refer her to my family or friends.