July 6, 2012
-- Megan Foster of Harbor Financial Group, Inc. passed CFP Board Exam and is in the final stages of obtaining the Certified Financial Planner designation. Megan's role as Client Service Manager and Associate Wealth Manager Trainee includes overall client service and account maintenance as well as involvement in all stages of financial planning and investment processes.
Harbor Financial Group, Inc. is an acclaimed independent wealth management firm based in Colorado’s Front Range. Harbor has specialized in providing comprehensive financial planning and investment management to individuals, families and small businesses since 1988 from locations in Boulder and Denver. Harbor's experienced team provides a high level of service and attention rarely seen in the financial world. The process is deceptively simple: ask the right questions, listen, and design a plan that meets client needs and goals. Harbor believes that building, preserving and managing your wealth should achieve a clearly defined purpose – yours.
Financial planning and investment advice are just a start as Harbor provides much more. Harbor delivers not only exceptional wealth management, but meaningful personal service.