Company Name: Harbour Financial Group

Services:  Investment, Insurance and Retirement planning

About the Company:

Andrew Whelan is a graduate of Boston University and has been a Financial Services Professional for nearly 30 years. After working for a major Wall Street firm, he founded Harbour Financial Group (HFG) in 1991, on Boston’s historic waterfront and is uniquely qualified to work with clients who have a need for investment, retirement, and insurance planning.

Dawn Collins is a graduate of The College of the Holy Cross in Worcester, MA with a major in Economics and Sociology. She is responsible for all of the firms Marketing and Client Development activities. She is currently a candidate for the Certified Financial Planner designation.

Both Andrew and Dawn hold Life, Accident, and Health Insurance licenses in the jurisdictions of Massachusetts, Maine, New Hampshire, Connecticut, Virginia, Colorado and Maryland.

Harbour Financial Group specializes in providing planning and guidance for those who are seeking a better lifestyle in retirement and works extensively with federal postal employees with a need for specialized retirement planning assistance.

Our mission is to assist our clients with sound investment and retirement planning. Whether you have a retirement nest egg of $50,000 or $5 million, we can help you make sure it works as hard and as smart as you did in earning and saving it. Harbour Financial Group has no minimum investment requirements.

Contact Information: Phone – 866-268-2373, E-Mail: info@hbrfin.com or retire@hbrfin.com.

Location: Merrimack Valley