During a recent meeting a prospective client told me he found Safe Harbor while researching "no-fee" financial planners. I hated to correct him but I had to let him know that I thought he meant a fee-only planner and he agreed that was right.
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300 Ellicott Street, Suite B, Occoquan, VA 22125
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Rhode Island Office:
21 King Charles Drive, Portsmouth, RI 02871
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