Safe Harbor Wealth Management, Inc.

Robert Rauf 

on Google

2 weeks ago

Chad White has been managing my retirement account for years now. his proactive approach typically means my questions are answered before I ask him and he has a plan in place as I inch closer and closer to retirement with confidence. 

Joseph Sclama 

on Google

4 months ago

Safe Harbor is very helpful and professional. Chad White provided detailed information to assist me with my specific circumstances. Likewise, Laura was very knowledgeable and helpful. I strongly suggest Safe Harbor to anyone requiring financial guidance. Joe S. 

maryann angerstein 

on Google

7 months ago

We've been working with Chad for a few years now. He has surely surpassed our previous advisor! Just a phone call away, with the best advice especially transitioning into my retirement! Laura in the front office, thank you also. Great personal customer care service 👍 

amy Ploumitsakos 

on Google

a week ago

Definitely looks out for your best interest! Very honest. Gives you a plan and tells you how to get it done. Very impressed to say the least. Thank you and look forward to working with you. 

Jeanne Sherry 

on Google

a year ago

I came to Chad White at Safe Harbor Wealth because he was recommended by Dave Ramsey’s Smart Vestor Pros. I was so happy that I took the Ramsey recommendation because Chad is exactly what I needed! He took his time with me. He helped me with a retirement plan and completely put me at ease. I no longer have fears about my financial security in retirement. I have plans! Hank you Chad!