Harbor Wealth Advisors of Raymond James in Birmingham, MI offers a comprehensive range of financial services tailored to meet the diverse needs of business owners, individuals, families, and nonprofits. Their team of experienced professionals provides personalized financial planning, investment strategies, longevity planning, portfolio management, retirement planning, and family office services to help clients achieve their financial goals.
With a client-centric approach and a commitment to treating clients like family, Harbor Wealth Advisors goes beyond traditional investment advice to address all aspects of their clients' financial lives. Their team, led by seasoned professionals Ricardo J. Armijo, Timothy Cooper, Cheri Schafer, and Richelle Leigh Verran, is dedicated to providing trustworthy guidance and exceptional service to help clients navigate life's financial challenges and opportunities.
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