Serving you. Well.

You are intimately familiar with your personal or organization’s financial objectives. We are steadfastly dedicated to helping you design strategies to help you reach those objectives and more. Together, we are robustly capable of meeting the challenges you face and making progress toward your end goals. As your partner, we offer customized strategies and objective advice well-suited to your needs. Our consultative approach is personal and distinctive to your mission and objectives. In short, our focus is – and always will be – on you.

Serving you. Well.

You are intimately familiar with your personal or organization’s financial objectives. We are steadfastly dedicated to helping you design strategies to help you reach those objectives and more.

Together, we are robustly capable of meeting the challenges you face and making progress toward your end goals. Our team, as your partner, offers customized strategies and objective advice well-suited to your needs. Our consultative approach is personal and distinctive to your mission and objectives. In short, our focus is – and always will be – on you.

Business Owners

Business Owners

06/10/2018
Unique solutions for business owners and entrepreneurs.
Niches
Retirees

Retirees

06/10/2018
Nurturing wealth so you can live a longer, better life.
Niches
Families & Individuals

Families & Individuals

06/08/2018
A pragmatic approach to wealth management
Niches
Corporate Executives

Corporate Executives

06/08/2018
Helping you manage your financial success
Niches

You are the center of our attention

Your important financial affairs should only be left to those with not only proven expertise but also the ability to apply it effectively in pursuit of your goals and objectives.

Collaboration reveals your needs, wants and wishes

Thoughtful advice craftedjust for you

Your goals become ours

Bill McConnell

Bill McConnell,

CRPC®, AIF® Managing Partner, FHFS Investment Management Consultant, RJFS
David Burg

David Burg,

CRPC®, AIF® Managing Principal, FHFS Investment Management Consultant, RJFS
Guillermo Bautista

Gil Bautista

Financial Advisor, RJFS Client Investment Advocate, FHFS
Martha Brooks

Martha

Brooks Director of Operations, FHFS Client Service Manager, RJFS
Coming together is the beginning. Keeping together is progress. Working together is success.
Henry Ford
Always here for you

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Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. First Harbor Financial Services is not a registered broker/dealer and is independent of Raymond James Financial Services.

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