Safe Harbor Financial, LLC
David Wren and Fillip Gershon founded Safe Harbor Financial with the goal of assisting clients in every aspect of their financial lives. Through the years, Safe Harbor Financial has strategically added advisors to the firm. Each advisor brings unique expertise and experience to this Financial Planning Boutique. Caring is the backbone of our practice. We believe that clients are best served when they are listened to and understood. Integrity, loyalty, respect, and teamwork are values that Safe Harbor Financial was built on. The client always comes first. Every client’s goals are different; as a result, their individual plan is unique and customized. We provide the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to help create financial stability and to provide financial independence. It is through listening to the concerns and needs of our clients that we are able to develop sound solutions. It is our desire to build meaningful, long lasting and mutually beneficial relationships with our clients.