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Geoffrey Burroughs

Harbor Investment Advisory

2330 W. Joppa Rd

location-iconLutherville, MD 21093

call-icon410-659-8905

Plan for tomorrow so you can live for today

About Harbor Investment Advisory

I take a client-first approach focused on helping my clients navigate through the complex and emotional financial decisions that surround their lives.
I concentrate on doing three things for my clients and ask one in return. I help them:
- Simplify their financial lives
- Generate the necessary returns and income to sustain the lifestyle they desire now and in retirement
- Build a legacy for the ones they love and the things they care about.
What I ask in return: should my clients have a question on anything financial, I expect to be the first phone call.

See Disclosures

General Information

Firm Start Year

1923

Services

Compliance

Qualifications & Membership

Firm Information

Compensation and Fees

Education

Bachelor of Business Administration - Finance

University of Loyola, Maryland
September 1997 -May 2014

Disclosures

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Additional Detailed Disclosures
https://www.retirementplanning.net/disclosure/1864145/retirementplanning-Harbor-Investment-Advisory-detailed-disclosure.html