Helping Companies, Individuals & Non-Profits
Expertise & Knowledge, True Dedication at the Helm
Adam Conway, founder and managing director, gained more than a decade of experience in the financial services industry before opening Harbor Retirement Planning. In a career dedicated to improving the retirement plan market, he has worked with plan sponsors and participants as both a financial advisor and a regional vice president with a major retirement plan provider. He is a frequent speaker on topics related to Retirement Plans and Wealth Management.
Adam holds the FINRA Series 7, 24, 63 and 65 registrations through LPL Financial, in addition to life and variable insurance licenses, and he received his undergraduate degree from Babson College.
Our Core Values:
• Provide high quality service to our clients
• Practice with integrity and ethics
• Communicate openly and honestly
• Place our clients’ best interests first
• Offer transparent fees that are reasonable and based on the services and value we provide
• Give our clients more than they expect
Independence Powered by LPL Financial
Harbor Retirement Planning is backed by the resources of LPL Financial, the nation’s largest independent broker/dealer.* This relationship provides us with industry-leading, objective research and a comprehensive array of tools, resources and technology. Because LPL Financial has no proprietary products to sell, we have the freedom to offer you objective financial guidance and investment recommendations.
*As reported by Financial Planning magazine, June 1996–2012, based on total revenue.
Whether you are seeking the most appropriate retirement plan for your employees or the most desirable wealth management strategy for yourself, you need guidance from a team dedicated to providing impartial advice and innovative strategies. It would be our pleasure to provide that guidance.
We invite you to call us at (813) 789-4846 to schedule a no-obligation consultation.