Harbor Investment Advisors - Aberdeen (WA)

Matthew Reynolds Although I didnt wind up becoming a client (at least not yet), I want to publicly thank Lindsey and her team for their advice and referrals. My experience here as a prospective client has been solidly positive.

Brooke Nelson We truly appreciate the attention to detail and the attention to our changing goals. Our investments are evaluated on a regular basis followed up with an annual meeting with Jennifer Ciarlo our financial advisor. I have referred my friends and family. Highly recommend!

Peyton Opened an account very simple process! Laura was super helpful!

Ben Praetorian I have been a client of Edward Jones for 18 + years. Dan Cicu is the first financial advisor (FA) that has gone the extra mile for me. He listens and formulates strategies to help me obtain my financial goals for my family. I was going to take my business to a competitor due to my frustration with Edward Jones. Dan was able to restore my trust in Edward Jones and it is solely because of Dans hard work to help me to fully understand my investments and how to improve them that gave me the reason to give Edward Jones a second chance. If youre looking for an FA that has your interests and not Edward Jones interests, first, Dan is the person to form a relationship with. Dan will work hard for you and keep you in the loop as much as you want to be involved. Dan is the type of FA that will help you because if his integrity and honesty working for his clients.

Aylen Cerna Very helpful and explained it well. Place is so clean. Thank you for your service.

Dave W Garth Connor is honest and very knowledgable on retirement planning - I highly recommend him!