As of August 31st, 2022
ACCUMULATION AND PRESERVATION OF WEALTH
Partners Doug Lockwood, Ken Roberts and Robert Tendler
Our investment philosophy has
been built with a single focus —
been built with a single focus —
always do what is
best for our clients.
best for our clients.
— Robert Tendler, CFP®, CLU
Setting a Course for Your Wealth
We are a team of highly accomplished advisors and CERTIFIED FINANCIAL PLANNERS™ — professionals who help people like you with customized strategies designed to enhance and preserve your wealth. We work to realize your financial goals, empowering you to enjoy the freedom that brings.
Begin Your Journey
We at Harbor Lights Financial Group are in business to assist our clients in the accumulation and preservation of wealth and are passionate about providing realistic solutions suitable to their needs.
What counts: the financial well-being of our clients and their families — we pursue this goal passionately.
Send Us A Message
Please complete the form and we’ll be in touch. The data on this form is submitted and transmitted via a secure connection.