Testimonials From Our Representatives
Why Choose Harbour?
Here’s what our Representatives say about us
“Joining Harbour Investments was the best decision of my career. Not only has it been fruitful from a financial standpoint, but I am once again excited to get up and go to work in the morning. Now I run my business the way I see best fit for me and my clients with no pressure to push certain products. Everyone in the home office knows who I am and cares about helping me succeed. -Steve Powers – Joined Harbour 2004
“The personalized and friendly contact I have with Harbour makes doing business with them a pleasure. The support staff is always available, their management team is very personable and professional and the compliance department is extremely helpful. The family atmosphere fostered at Harbour gives me the feeling of truly being a part of their team. I am proud to be affiliated with such a service driven, highly ethical, friendly and caring group of professionals.” - Larry Pacini, Joined Harbour, November 2003 Captain's Club Member '06, '08, '09, '10
“The people make the difference at Harbour Investments. They are great! The staff at Harbour Investments really listens to you. They care about your needs and respond quickly.” -Terry Balding, CFP Joined Harbour, March 1990 Captain’s Club Member ’01 – ’10
"Unbelievable, Harbour truly is one of a kind! Less than one hour turn around time for an approval on an ad and business cards. All I can say is WOW!" -Harry Hellen, Joined Harbour January, 2007
“By far the best year ever! I have met some great people and have built great relationships with their staff and other Representatives!” -Mark Waldoch, Joined Harbour August, 2009
“With 32 years in financial services, I've had at least eight Broker Dealers. Harbour is the best BD I've worked with large or small. Because of the help and guidance they've provided, they deserve some credit for the success I've had since joining them in 2001. Even with the market tumult, these have been my highest earning years." -Rita Wilczek, Captain's Club member '04,'07
"I came to Harbour in the Summer of 2011. I have to say, this was the best move I could have made in my 27 year career. I’ve spent 17 years at a major wirehouse, five at a large regional bank and five in the independent model. I’ve pretty much seen it all. When I finally decided to set-up my own practice…I did a broker-dealer search…looking at numerous independent Bd’s from the largest (felt like I’d be another number) to large regionals …to smaller firms. I can’t necessarily pinpoint one thing that made me choose Harbour….it was more likely a culmination of several items:
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Top people in the firm wanting to come out and meet me within days of my interest.
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Feeling of a small, family oriented, Mid-west broker dealer with strong core values.
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Technology portals to rival our largest competitors
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A transition team I can't speak highly enough about. From sending out packets, to opening accounts, ongoing training…the list goes on.
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Turn around time on business cards, letterhead and such was impressive.
Since joining Harbour, I’ve had the fortunate opportunity to attend a national conference in Wisconsin where I met personally with many of the people that make Harbour such a great BD to be affiliated with. From the people behind the scenes at Harbour to the other reps we met from all over the country…. I came away from the conference feeling more a part of a family than I did a business. In today’s constantly changing, fast pace, financial services environment that we all live in….Harbour is a breath of fresh air! Looking forward to seeing all my new friends again this January in Puerto Vallarta! - W Joseph Roderer, Joined Harbour in 2011
