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NEW Harbor Financial Group, LLC

Headquartered in WORCESTER, MA

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Firm Information

NEW Harbor Financial Group, LLC is a Worcester, MA-based investment advisor with 495,490,078 in regulatory assets under management. The firm provides financial planning and portfolio management services for individuals, businesses, and charitable organizations. They have 1,972 total accounts, with 1,828 being discretionary.

NEW Harbor Financial Group, LLC

146 MAIN STREET

WORCESTER, MA 01608

$495.49M

Assets Under Management

Not reported

Total Clients

6

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

NEW HARBOR FINANCIAL GROUP, LLC has a total of 1 branch locations across the country.
location

WORCESTER, MA

Advisors at NEW Harbor Financial Group, LLC

View All 6 Advisors
Unclaimed
Michelle M Moss

CFP®, RA

WORCESTER, MA

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John Paul Maher

RA

WORCESTER, MA

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Kathlyn Marie Scheel

RA

WORCESTER, MA

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Unclaimed
Michael Robert Preston

CFP®, RA

WORCESTER, MA

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John C Llodra

CFP®, RA

WORCESTER, MA

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Unclaimed
Justin David Griffin

RA

WORCESTER, MA

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Disclosures

There are no public disclosures for NEW Harbor Financial Group, LLC.

Frequently Asked Questions (6)

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