Harbour Private Fiduciary

1 reviews

Contact

Address:
1187 Coast Village Road
Santa Barbara 93108
CA
United States
Phone number:
805-820-7900
Alternate:
805-880-7908

Location on map

Nearby companies

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Company description

The goal of Harbour Private Fiduciary is twofold: to empathetically cater to each client’s specific needs and to ease the burden of complex planning. Every family is distinct and at times come with challenging relationships. HPF is designed as a private, independent third party to compassionately consider and execute planning with each family’s unique priorities in mind. The fiduciary management of complex assets is our strength as is privacy, risk management, and family diplomacy.

LEGAL SERVICES , FINANCIAL SERVICES, FIDUCIARY SERVICES in Santa Barbara, CA, A1ranking

Reviews

Fantastic service and gives a lot of attention to detail! Karen really dives into your financials and your life situation and provides you a plan not only to help your investments grow but also make sure that you and your family are protected at all times. Very sound financial advice with a very personal feel. Highly recommended!!!
10/5/2022 5:57:15 PM Report