Why Safe Harbor-AMS?

  • Experience: It's all about our clients!

Safe Harbor-AMS strives to provide clients not only with the best advice, but with the best experience.  We will travel to you, meet you half way, or you can come to our office.  Being that Safe Harbor AMS is a smaller firm, we are able to provide personalized service for all of our clients.  We attempt to accommodate all of our client’s needs. 

We then take the time to get acquainted with one-another.  We have found that by getting to know our clients, we are able to provide advice that will accommodate their lifestyle, making their plan more personalized and easier for them to follow.

We will then develop a plan for you that encompasses many of your wants, needs, and goals.  Once we implement your plan into action, we will continuously review your plan to help keep you on track.

 

  • Comprehension: Knowledgeable staff at your service! 

Our staff is extremely knowledgeable about the finance industry.  We are continuously researching to stay up to the minute on the best investments for our clients.  

We also understand that clients are not a 'packaged deal.'  Every client is unique; every client has different wants and needs.  We will cater to each individual client with the utmost understanding and knowledge.

 

 

  • Value: Attractive fees!

Safe Harbor-AMS strives to provide the best of both worlds: top of the line service and attractive fees.  We pride ourselves in attempting to give our clients the best advice and cost in the industry.  Please Contact Us for a personal consultation and quote.