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Ryan Joseph Callaghan

THE Harbor Group, Inc.

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About Ryan Joseph Callaghan

Ryan Callaghan is an investment advisor representative at The Harbor Group, Inc. Ryan holds a Series 65 license, is a Certified Financial Planner and a Chartered Financial Analyst. Ryan specializes in working with individuals and families, providing financial planning services and portfolio management. Ryan has been with The Harbor Group, Inc. since April 2012 and has offices in Bedford, NH.

Firm Information

Ryan Callaghan is currently registered with THE Harbor Group, Inc.. THE Harbor Group, Inc. is an investment advisor registered with the SEC and headquartered in Bedford, NH. They provide financial planning, portfolio management for individuals, and selection of other advisors. The firm has 7 investment advisor representatives and manages approximately $1.5 billion in assets for high-net-worth individuals, individuals other than high-net-worth, charitable organizations, and pension and profit-sharing plans.
THE Harbor Group, Inc.

331 SOUTH RIVER ROAD

BEDFORD, NH 03110

$1.53B

Assets Under Management

Not reported

Total Clients

8

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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.

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Ryan Callaghan’s Registration & Firm History

NH

05/02/2022 - Present

THE Harbor Group, Inc. (BEDFORD NH)

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Licenses & Designations

IA

Issued 07/30/2012

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ryan Joseph Callaghan.
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