Disclosures are provided to clients at the beginning of the advisory relationship and are updated annually or as needed. The firm also has a Code of Ethics and a Vendor Affiliation Policy in place to ensure they act with the utmost integrity and always put their clients' interests first. They also have a Privacy Policy that outlines how client information is collected, used, and safeguarded.
In Conclusion
SAFE HARBOR FINANCIAL ADVISORS, LLC is a reputable and trustworthy financial advisory firm that provides expert advice and customized solutions to help clients achieve their financial goals. Their team of experienced advisors, transparent fee structure, and ethical practices make them a top choice for individuals, families, and businesses looking for reliable financial guidance.
BlueList Partners, LLC is a highly reputable financial services firm that offers strategic advice and planning to individuals, families, and small businesses. With a team of experienced advisors and a focus on personalized service, the company has built a solid reputation for excellence and reliability. They are committed to helping clients reach their financial goals through a comprehensive range of services, including investment management, financial planning, estate planning, tax planning, risk management, and retirement planning. With over 10 years in the industry and $500 million in assets under management (AUM), BlueList Partners has a strong track record of success. They serve a diverse range of clients, including high-net-worth individuals, families, small business owners, retirees, and non-profit organizations. The company charges a fee for their services and does not receive commissions for recommending financial products, ensuring transparency and ethical practices. With a clean regulatory record and a team of highly qualified advisors, BlueList Partners is a reliable and trustworthy choice for anyone seeking expert financial guidance.