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Unwavering Values


Sincere Integrity:
First Harbor is relentless in ensuring that every action we take and statement we make are honest, purposeful, and trustworthy. We extend that expectation to our key partnerships and hold them accountable to the highest of ethical standards. Collectively, we have the opportunity to positively impact the lives of individuals, families and employees. This opportunity is great, and therefore, our team is passionately committed to acting in the absolute best interest of our clients in all that we do and say.

100% Independent:
As independent brokers and agents, we have the freedom to offer solutions without regard to quotas and compensation. We are not aligned with any proprietary products or their incentives. That leaves us completely free to select and identify the strongest performing managers and products with zero bias. The result? Plans that are formulated based on your qualifications, proven track records and careful consideration of cost.

Experienced Advocate:
Our leadership has over 23 years of experience supporting hundreds of businesses and individuals as they made important insurance and investment decisions. Time, experience and an endless pursuit of knowledge have resulted in true competency and expertise. Even more significant, is the deep desire to serve as a trusted advocate to each and every client and their dependents. We act as the voice of reason and expertise as we inform, recommend and devise your specific plan. First Harbor has an uncompromising commitment to making sure your loved ones or your employees are wholeheartedly cared for.

"During my initial meeting with David Miller, I quickly determined that his family values and objectives were very similar to mine. Since that date, I have never considered changing service providers. David has provided me with excellent service and guidance through a turbulent financial period in the market. For my family, investing in 2011 is more like a marathon than a sprint. With confidence, I regularly recommend First Harbor to friends and family"

Jonathan D. Farris, SIOR, CCIM of Stream Realty Partners, L.P.,
Individual client for 6 years

 


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Securities offered through Securities America, Inc. Member FINRA/SIPC. Advisory Services offered through Securities America Advisors, Inc. First Harbor., United Benefits Advisors and Securities America, Inc. are unaffiliated.