Safe Harbor Wealth Management, Inc.

maryann angerstein 

on Google

3 weeks 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 👍 

Jeanne Sherry 

on Google

11 months 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! 

Diane Monteleone 

on Google

11 months ago

While searching for a financial advisor who would use the same principles as Dave Ramsey’s Financial Peace University, we found Chad in Safe Harbor Wealth Management, Inc. With his experience and knowledge, Chad was able to help us understand the many complexities, laws, and benefits we had to help us achieve our financial goals. For over 5 years, Chad helped us make wise financial decisions, and our accounts have almost doubled. It’s like having a “Brother” in the business! Thanks Chad! 

Ed Car 

on Google

11 months ago

Chad helped me with great advice for retirement by looking at Social Security, Investments and Taxes and helped put together a complete plan that was very simple to understand. I have referred my friends who also became his clients. 

Lori Ciupinski 

on Google

2 years ago

Chad White is amazing! He gave me the tools to plan for retirement and patiently made sure I understood what I needed to do. I can't wait to go back and work with him more in the future.