The decision to move to Harbour Investments came after extensive research and interviews with many Broker /Dealers. It was important to have a B/D that had an impeccable reputation and was forward thinking. Technology had to be progressive, communication open and consistent and, of course, compliance good.
The best surprise was the incredible “family atmosphere” and helpful attitude of the staff and other representatives. The expertise of the staff, considering that everyone is cross trained, is impressive. This means immediate support when making a request rather than being put on hold. The move was seamless, thanks to the experience and assistance of the specifically appointed staff. I am extremely happy about the move to Harbour Investments and plan to make this my very last move in the financial services industry!
Julie Gneiser, Neenah, WI - Joined Harbour in November 2014