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Wealth Transfer

Estate Planning
Harbor Financial Services has a variety of strategies and products to help reduce estate taxes for you and your loved ones.

Business Planning
Let Harbor help you with the following:

  • Succession strategies
  • Key employee insurance
  • Buy-sell arrangements and funding

Investment and Insurance Products are offered through FINTEGRA FINANCIAL SOLUTIONS, an independent registered broker/dealer, member FINRA/SIPC, Office of Supervisory Jurisdiction phone 763.585.0503. Sterling Savings Bank and FINTEGRA FINANCIAL SOLUTIONS are not affiliated. Harbor Financial Consultants are Registered Representatives of Fintegra.

Investment and Insurance Products:

  • Are NOT Insured by Any Government Agency
  • Are NOT Bank Deposits
  • Carry NO Financial Institution Guarantee
  • Are NOT FDIC Insured
  • May Lose Value

Fintegra Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in their respective states of business. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only, and does not constitute an offer to sell, or a solicitation of an offer to purchase, brokerage services to persons outside of the U.S.

non-fdic