Fiduciary Duty in Advisory Relationships
Harbor Lights Financial Group is committed to a duty of good faith, trust, and the most reliable service for our clients. We will only recommend those choices and/or investments best suited to an individual client’s needs and plan. And we have no obligation whatsoever to sell any specific financial product.
What is Fiduciary Duty?
Fiduciary duty represents the highest degree of trust and confidence. In fact, the investment advisor has a duty to act in the client’s best interest. Investment Advisors are governed by the Investment Advisers Act of 1940 and applicable state securities laws. These laws govern conduct and disclosure requirements, creating a high legal standard referred to as ‘Fiduciary.’
Why Harbor Lights Financial Group For Advisory Services
At Harbor Lights Financial Group, we commit to a set of standards, including always doing the right thing, asking the right questions, and being accountable! We intend to help our clients make the most objective choices based on in-depth professional knowledge & support. And the options & choices are never solely management driven.
About Us | Wealth Management And Planning in Manasquan NJ
In the early 1990s, Harbor Lights Financial Group was founded to offer strategies for our client’s most demanding life problems through sound financial advice and care. We offer our expertise to local Manasquan, Wall, and surrounding NJ community investors. Services may include wealth management, retirement planning, life insurance strategies, philanthropic planning, executive planning, business exit planning, and much more!
If you have any questions, Please Contact Us Today!