New Harbor Financial Group

Worcester, Massachusetts

★ 5.0 (2 reviews)
Call (978) 537-7701 Visit website →

About

New Harbor Financial Group is a privately held investment advisory firm founded in 2005, with offices in Worcester and Leominster, Massachusetts, serving individuals, families, and institutions across all 50 states. The firm offers fee-based asset management, retirement planning, estate planning, and insurance analysis services, with multiple team members holding the CFP credential and operating under fiduciary standards. New Harbor employs a collaborative team-based approach to financial guidance rather than assigning clients to individual advisors, and emphasizes data-driven analysis and independent advice unaffiliated with specific product providers.

Specialties

Estate Planning Insurance Planning Retirement Planning

Firm details

Languages
English
Hours
Sunday: Closed, Monday: 9AM-5PM, Tuesday: 9AM-5PM, Wednesday: 9AM-5PM, Thursday: 9AM-5PM, Friday: 9AM-5PM, Saturday: Closed
SEC registered
No

Professional credentials

CFP

Certified Financial Planner

Comprehensive financial planning certification requiring extensive education, examination, experience, and ethical standards

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