Safe Harbor Partners

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Description

  • Safe Harbor Partners (SHP), a Division of Independence Wealth Advisors (IWA), serves as fiduciary advisors dedicated to retirement plans and the needs of retirement plan sponsors.We excel at creating strategies that are unique, achievable and measureable, a stark contrast in an industry that is typically focused on products, sales, and lack of transparency. Our financial advisors act as either 3(21) or 3(38) advisors, assisting the sponsors of employee retirement plans, delivering the right services with a transparent fee structure. Our goal is to help you understand your fiduciary responsibility so you can meet its requirements and to ensure you have a prudent process in place for making investment and plan decisions.We provide you with the necessary knowledge, tools and conflict-free support to plan for your employees retirement.Plan Smart. Smart Plan.
  • location

    Headquarters:6723 Whittier Avenue Suite 200, Mclean, Virginia, United States

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  • Safe Harbor Partners phone

    Phone Number: +1 703-752-6007

  • Safe Harbor Partners website

    Website: https://www.safeharborpartners.com

  • Safe Harbor Partners employees

    Employees:1

  • Safe Harbor Partners revenue

    Revenue:$0 - 1M

  • Safe Harbor Partners legal name

    Legal Name:Safe Harbor Partners

  • Safe Harbor Partners's Social Media

    Safe Harbor Partners linkedin
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  • |  NAICS Code: 523930  |

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Person level website identification

CEO for Safe Harbor Partners

Kathy Duffy

Chief Executive Officer And Founder

Person level website visitor identification

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Frequently Asked Questions regarding Safe Harbor Partners

  • Where are Safe Harbor Partners's Headquarters?

    Safe Harbor Partners's Headquarters are in 6723 Whittier Avenue Suite 200,Mclean,Virginia,United States

  • What is Safe Harbor Partners's phone number?

    Safe Harbor Partners's phone number is +1 703-752-6007

  • What is Safe Harbor Partners's official website?

    Safe Harbor Partners's official website is https://www.safeharborpartners.com

  • What is Safe Harbor Partners's Revenue?

    Safe Harbor Partners's revenue is $0 - 1M

  • What is Safe Harbor Partners's NAICS code?

    Safe Harbor Partners's NAICS code is 523930

  • How many employees are working in Safe Harbor Partners

    Safe Harbor Partners has 1 employees

  • What is Safe Harbor Partners's Industry?

    Safe Harbor Partners is in the industry of Financial Services

  • Who is Safe Harbor Partners's CEO?

    Safe Harbor Partners's CEO is Kathy Duffy

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