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Safe Harbor Finance & Insurance
- Financial Services
- Clayton, MO
About this business
Our Mission: We help our clients simplify their financial planning strategy in today’s unpredictable financial climate. We take care of our clients, address any fears regarding retirement, protect your principal and enable it to grow, and provide a straightforward, individualized financial plan that is easy to understand. We help you build a strong foundation based on sound financial planning to help you achieve your goals—financial independence and security, a comfortable retirement and invaluable peace of mind.... read more
Location details
222 S Meramec Ave #100, Clayton, MO, 63105, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:30 a.m. to 5:30 p.m. | |
| Tue | 8:30 a.m. to 5:30 p.m. | |
| Wed | 8:30 a.m. to 5:30 p.m. | |
| Thu | 8:30 a.m. to 5:30 p.m. | |
| Fri | 8:30 a.m. to 5:30 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Greg is very knowledgeable and professional. His team is responsive and thorough.
Business response:
Thank you so much for your review. We look forward to continuing to provide excellent service to you, your family and friends!
Just would like to say that Greg under promises and over delivers equating to a wonderful experience. I would definitely recommend ******expert leadership to guide a client to a safe high performing goal. CM
Business response:
Mr. *******, Thank you so much for your feedback. We do our best to give our clients the best experience possible and are so happy you've been able to experience just that.
The dinners are wonderful ..haven't made it to a ballgame yet because no room. Disapointing. Don't get any statements in mail about value of account. Would like to know what my money is doing.
Business response:
Thank you so much for your review and we are so glad you enjoyed our Mother's Day event! We have plenty upcoming baseball games and will definitely make sure you attend one soon. As for your account statements, you receive a yearly statement at the time of your anniversary date. If you'd like to know the progress of your account or ever have any questions, you can always contact the office or log in to your account. I hope this helped!
I have just completed my yearly review with Greg. We reviewed my investment statement from the day I started to today. Greg covered my progress and discussed my goals for the next year. He then took the time to explain what I could expect from him in the next year, not only my reviews, but his hopes on how he intends to have more client activities and social gatherings.l
Business response:
*****, thank you so much for your feedback! Here at Safe Harbor, we strive to give the best customer service experience to our clients and even put a nice personal touch in everything we do. We look forward to continue working with you and your husband as well as any other friends and family that decide to work with us. Hope you have a great rest of the week!
Mr. ******'s seminars are informative and quite helpful. He works with each client individually and explains exactly what the best option is for your individual needs. He helped contact the former business and conferenced the call so that I could see what my investments with this company were and suggested the improvements I could make to better my circumstances. He also gives you the option to attend future seminars not only to update your information but to introduce friends and family to retirement options. He maintains a... read more
Business response:
Thank you so much for your kind words! We make sure our clients needs and wants are met to their standards. It's always great to come back out to the seminars to answer any unmet questions you had before. We do everything in our power to keep you happy about your decision with your finances. Thank you once again and happy holidays!
Being a small business owner as we are, who has had to work very hard for what we have. I will not just use any financial advisor that comes along. As of this date we have attended 2 of Gregs presentations. And we have also met personally with him. And we find him very trustworthy and a smart young man, with what we believe is a good financial product. At this point in time we have not invested with Greg because we are heavy in real estate. And we still find real estate as to be our prime investment. But as we are getting ol... read more
Business response:
Thank you for your feedback. Although, I may not be of assistance at this time, I will surely assist you when you are ready to do so. Feel free to invite any friends or family you feel would benefit from my services. Thank you again for coming out and I hope you have a Happy Thanksgiving!
Frequently asked questions about Safe Harbor Finance & Insurance
How is Safe Harbor Finance & Insurance rated?
Safe Harbor Finance & Insurance has a 4.6 star rating with 32 reviews.
When is Safe Harbor Finance & Insurance open?
Safe Harbor Finance & Insurance is open now. It will close at 5:30 p.m.
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