Welcome to Harbr Financial Group
At Harbr Financial Group, we design comprehensive financial solutions that build the best futures possible – for you, your family and your business. From wealth and investment management, to insurance strategies and succession planning, we’ll help you take control and make the most of your financial world.
Build Your Best Future
When you choose to partner with Harbr Financial Group, you can expect savvy advice, sound insights and tailored guidance. We offer a wealth of knowledge, professionalism and a fresh approach to creating financial solutions.
Our recommendations are based on a combination of proven financial planning principles and innovative strategies and technologies. Everything is designed with your best interests at heart.
With sound advice and a focus on risk management, we’ll help you confidently explore how to start building your best future.
Client Feedback
When we first met Matt, our investments were spread out across a number of institutions with no clear plan. Matt helped us consolidate our accounts and put us on a clearer path to our goals with one unified strategy. His honest and thorough approach to explaining the areas we did not understand was a breath of fresh air and further cemented our decision to continue working with him.
I have trusted Matt with all of my financial and insurance decisions over the past number of years. Being a small business owner and starting a family, it has been crucial for my family and my business that we have Matt to guide us on our journey. I have 100% confidence in Matt and that he will continue to provide us with knowledgeable advice that is in our best interest.
Since we first started working with Matt, he has exceeded our expectations with his knowledge, passion, and genuine interest in our family’s well being and success. We are so thankful we were referred to him and will continue to recommend him to those closest to us.
When I started seeing Mimi, we started really small — life insurance policies for my wife and I. It quickly became obvious that I need her opinion on every action I make for my business.
I have worked with Paul over the past few years as we finalized the sale of our family business. His team’s attention to detail and his thorough understanding of the Life Insurance landscape made us feel confident we made the right choice. I have complete confidence that we found the right team to help us navigate this process.
I have been working with Paul Rogers and the team at Rogers Financial Services for several years now and would highly recommend them to any friend, family member or business associate. They are knowledgeable, professional and extremely thorough in their approach to each client’s specific needs.
I really appreciate you taking the time to review all the information and assisting me in making an informed decision. Your care and concern for people is evident and I am so grateful that our paths have connected.