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Harbor Investment Management | Ft. Lauderdale, FL | Home

Harbor Investment Management serves the financial and retirement planning needs of individuals, families, and unmarried couples by working as a partner to help reach their goals.

http://www.harborinvestmentrj.com/

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CONTACTS AT HARBORINVESTMENTRJ.COM

RAYMOND JAMES FINANCIAL, INC.

DON RUA

880 CAR●●●●●●●PARKWAY

ST. P●●●●●SBURG , FL, 33716

US

1.72●●●●5423
1.72●●●●8927
WE●●●●●●●●●@RAYMONDJAMES.COM

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RAYMOND JAMES FINANCIAL, INC.

DON RUA

880 CAR●●●●●●●PARKWAY

ST. P●●●●●SBURG , FL, 33716

US

1.72●●●●5423
1.72●●●●8927
WE●●●●●●●●●@RAYMONDJAMES.COM

View this contact

RAYMOND JAMES FINANCIAL, INC.

DON RUA

880 CAR●●●●●●●PARKWAY

ST. P●●●●●SBURG , FL, 33716

US

1.72●●●●5423
1.72●●●●8927
WE●●●●●●●●●@RAYMONDJAMES.COM

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Harbor Investment Management | Ft. Lauderdale, FL | Home | harborinvestmentrj.com Reviews
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Harbor Investment Management serves the financial and retirement planning needs of individuals, families, and unmarried couples by working as a partner to help reach their goals.
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1 Rick Bernstein
2 Todd Mackler
3 Tanya Pettis
4 Harbor Investment Management
5 Raymond James
6 Ft. Lauderdale
7 FL
8 33301
9 Florida
10 Domestic Partner
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about us,rick bernstein,marc kopelman,aileen pacey,trina peyton,about raymond james,process,services,resources,events,introduce us,investor access,map and directions,sipc
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Harbor Investment Management | Ft. Lauderdale, FL | Home | harborinvestmentrj.com Reviews

https://harborinvestmentrj.com

Harbor Investment Management serves the financial and retirement planning needs of individuals, families, and unmarried couples by working as a partner to help reach their goals.

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1

Harbor Investment Management | Ft. Lauderdale, FL | Todd Mackler

http://www.harborinvestmentrj.com/todd_mackler.htm

Todd Mackler, WMS, AAMS. Branch Manager, Senior Vice President. Working with our clients to help achieve their goals, Todd has a comprehensive approach to designing estate plans, transferring wealth and mitigating taxes that is grounded by each individual need. His integrity, clear communication and industry knowledge help our clients feel comfortable that he can help them reach their personal and financial goals, now and in the future. When not working with clients, Todd is active with the Greater Fort ...

2

Harbor Investment Management | Ft. Lauderdale, FL | Resources

http://www.harborinvestmentrj.com/resources.htm

Making your life easier. Putting the things you need at your fingertips is just another way we serve you. We’ve assembled handy financial calculators, informative newsletters and documents that will help you prepare for your meetings with us. As always, if there is anything else you ever need, feel free to let us know. Investment Strategy by Jeffrey Saut. Rolling Over Money to an IRA. Closing the Gap: Addressing Retirement Shortfalls. The Math of Retirement. Don't Delay Your Savings!

3

Harbor Investment Management | Ft. Lauderdale, FL | Services

http://www.harborinvestmentrj.com/services.htm

Services to address all of your priorities in life. Your financial objectives may range from accumulating wealth to planning for retirement to making your money last as long as possible through retirement. In fact, over the course of your lifetime, you undoubtedly will pursue all of these goals. With the full range of financial services we offer through Raymond James, we can help you be prepared for all the significant events of your life. A well-designed estate plan can effectively help mitigate your fa...

4

Harbor Investment Management | Ft. Lauderdale, FL | Raymond James

http://www.harborinvestmentrj.com/resource.asp?page=aboutrj_detailed_overview.htm

Our unique culture of independence gives each Raymond James financial advisor the freedom to meticulously tailor a long-term plan based solely on the financial well-being of each client and his or her specific goals. Watch more of the story to see what a Raymond James advisor can do for you. Robert A. James Investments merges with Raymond and Associates to form Raymond James. Raymond James is listed on the New York Stock Exchange, symbol RJF. October 19, 1987: Black Monday. While other firms closed t...

5

Harbor Investment Management | Ft. Lauderdale, FL | Rick Bernstein

http://www.harborinvestmentrj.com/rick_bernstein.htm

Rick Bernstein, AAMS. Senior Vice President, Investments. Rick partners with individuals and families to help them realize their financial goals through the development of long-term financial strategies. Through a personal investing approach, not generic programs, he builds individual portfolios based on each client’s attitudes and goals. As an Accredited Asset Management Specialist. By Scott Brown, Ph.D. Energy Stat of the Week. 515 East Las Olas Boulevard, Suite 800, Fort Lauderdale, Florida 33301.

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Harbor Investment Management | Ft. Lauderdale, FL | Home

Your partner in finding financial success. At Harbor Investment Management of Raymond James, we pride ourselves on our client partnerships. We understand that every relationship we have in life is unique and, in that regard, we treat each client relationship we build with the utmost respect and individual attention. 515 East Las Olas Boulevard, Suite 800, Fort Lauderdale, Florida 33301. 954847.5260 main 800.334.2777 toll free 866.204.2074.

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