Harborstone Investment Services

Our Story

Harborstone Investment Services is a firm that believes in the power of financial planning and the impact it can have on an individual's life. Our story began with the goal of providing unbiased financial advice and a vast selection of investment products to our clients. We strive to help our clients pursue financial well-being and freedom, enabling them to dream, plan, and achieve.

Advisor Services

At Harborstone Investment Services, we pride ourselves on being independently working for you. We aren't tied to any proprietary products, ensuring our motivation is rooted in your success. Our advisors collaborate with you to develop a customized financial plan that fits your unique needs.

Schedule a complimentary consultation with us today to review your portfolio, career trajectory, and investment goals. We'll help determine if you're a good match for our practice and work together to pursue your financial aspirations.

Investment Services

Our firm offers a diverse range of investment products and services. Our investment options include:

1. Annuities: Fixed and variable annuities for an anticipated source of income.

2. Mutual Funds: Investments tailored to your financial goals.

3. Tax-Advantaged Investments: Strategies to help you lessen the burden during tax season.

4. Retirement Plans: Personal and business plans to provide confidence in your future.

5. Managed Accounts: Guidance from knowledgeable institutional money managers.

Let us help you find an investment product for every need.

Insurance Planning

Insurance plays a crucial role in a financial plan and can help protect you from the unexpected. Harborstone Investment Services offers a full range of comprehensive insurance coverages, providing you with confidence and security. Our offerings include:

1. Long-Term Care Insurance: Protection for extended care services not covered by health insurance or Medicare.

2. Life Insurance: Policies offering financial independence, retirement income streams, and cash value for when you need it.

Learn more about term or whole life insurance in our life insurance section.

Professional Planning Services

We believe that developing a systematic plan can significantly increase the likelihood of success in pursuing your financial goals. Our professionals are dedicated to providing guidance every step of the way, whether you're planning for retirement, managing an estate, or seeking tax guidance.

• Dare to Dream: Increase your financial well-being and achieve your dreams.
• Proper Planning: Focus on specific financial goals and tasks tailored to your life stage.
• Professionals by Your Side: Collaborative financial advisors guiding you through every stage.

Education, Retirement, and Estate Investment Resources

We understand the importance of continuous learning and staying informed about financial topics. Explore our resources, designed to help you gain knowledge and make informed decisions about your financial future:

1. All Articles: Develop your understanding of various financial topics.

2. All Videos: Learn through engaging visual content.

3. All Calculators: Estimate values and make informed decisions.