Investments and Retirement

Brokerage Services

Taking care of your money used to be easy. You kept your checking and savings account at one bank with a line of credit at another. Inflation and volatility in the financial markets have changed this for good.

Today, you have to manage your money. It can be confusing and time consuming. Just as soon as you take care of one part of your finances, there's another needing attention. The truth is, you may not be confident you made the right choice. And, what about your next decision, will it work well in the long run? 

At Harbor Financial Services, you can select from a wide range of investment products. What's more, you can get the information and advice you need at a convenient location near you.

Professional Advice

At Harbor Financial Services, we believe your chances for success are only as good as the financial facts at your disposal.

When Investment Representatives recommend investments, they do so with the full backing of expert research and analysis. Only quality annuities, mutual funds and unit investment trusts are selected for inclusion in the recommended list of products.

Services and Products

Financial Services

  • AIS Personal Investment Profile
  • Free Financial Planning Portfolio Review
  • Pension Services
  • Retirement Plans for Small Businesses
  • Group Health Insurance for Small Businesses*

(*Group Health Insurance is offered through Harbor Financial Services and its affiliated insurance companies.)

Investment and Insurance Products

  • Annuities
  • Mutual Funds
  • Unit Investment Trusts
  • Money Market Funds
  • U.S. Government Securities
  • Corporate and Municipal Bonds
  • Stocks
  • Life Insurance
  • Disability

Complimentary Financial Plan

Your Investment Representative will provide a complimentary financial plan analysis customized to help you meet your needs and achieve your goals. Take advantage of this complimentary financial plan analysis.

Investment Products are:

  • Not insured by FDIC
  • Not Deposits or obligations of or guaranteed by The Harbor Bank of Maryland
  • Subject to investment risks, including the possible loss of the principal amount invested
  • Not insured by any Federal Government Agency

Please call our Investment Representative at (443) 923-0549 to schedule an appointment.