We moved our accounts in 2010 to Harbour Trust from a large national brokerage firm which had undergone multiple mergers, errors, and loss of personal contact and service! Harbour Trust has far exceeded our expectations, not only with their management expertise, but service beyond anything we had previously experienced! They are always available to help with any issue or concern, and have even traveled to our 2nd home in Florida to update and review our accounts! They keep us apprised through monthly newsletters of market conditions and provide information of how legislation may affect assets! They have done an outstanding job in managing our accounts!

I know that our Relationship and Accounts MUST be on the smaller end of the clientele scale, but we NEVER feel like anything other than their #1 client. Timely communication, relevant insights, and the personal touch you just don’t get with the big Corporate firms.

My father starting using Harbour Trust many years ago and I followed his advice and have been with Harbour for well over 20 years myself. As a matter of fact, two of my siblings are also now Harbour clients. I think that speaks volumes about the quality service and sound financial advice we have all received. They strive to understand your needs and goals and work diligently to help you achieve those results.

We became clients of Harbour Trust in 2012 and could not be more gratified with the relationship. The long-term stability of our retirement portfolio was our fundamental priority and Harbour Trust has certainly exceeded our expectations. We truly appreciate Mike Hackett’s watchful management of our investments and his responsiveness to our financial questions. The confidence we have in Mike and the integrity of everyone at Harbour Trust are the reasons we firmly believe that we absolutely made the right decision in 2012.