We wanted to make some financial changes with our investments and savings. Like most people, we were hesitant to change from our current investment accounts but we were not seeing the growth we needed. We needed help with converting our live savings over to a successful program so we could retire comfortably. After speaking with a neighbor, we decided to give Gregory Belger of Safe Harbor a try. Everything from initial call to the monthly check ins we requested, have been met with superior customer service. Mr. Belger has responded calmly and professionally time and time again to our many calls. We have happily recommended Safe Harbor to all of our friends and family and will continue to do so.
Was invited to a workshop only to be turned away because they claimed we did not confirm. My wife showed the email that confirmed that she "confirmed" the workshop and was given double talk about the confirmation. This interaction raised doubt about the integrity of this organization. How can one trust this company with their finances when they can not even get a simple invitation correct without fibbing.
Working with Greg Belger is a rewarding experience to say the least. Greg stands by his promises to find you the best investment product for your particular needs. I have nothing but extremely high praise for what he has done for me. He got me out of an investment vehicle that was eating my finances alive with fees and put me into another vehicle that was described to me by one of his peers with another company as being one of the best in the market!
I am satisfied with the results I have seen as a client. I am extremely happy and impressed with the professional staff and personal experience that I receive from Safe Harbor Financial & Insurance. Their customer service is excellent and I have recommended their services to family and friends.