Insights

Growing Industry Focus Safe Harbor Financial operates within the highly specialized and regulated cannabis industry, which presents ongoing banking and financial service needs for cannabis-related businesses. This focus indicates opportunities to develop tailored financial products and compliance solutions for cannabis entrepreneurs and financial institutions serving this sector.

Strategic Partnerships Recent collaborations with Five Star Bank and involvement in de-SPAC mergers showcase the company's expanding market presence and financial backing. These partnerships open avenues for cross-selling banking, custody, and financial compliance services to a broader client base within the cannabis and regulated sectors.

Leadership & Expertise The addition of experienced legal and financial professionals such as Karl Racine and James Dennedy signifies a strong leadership team capable of navigating complex regulatory environments. This positions Safe Harbor as a trusted partner for financial institutions seeking compliance-driven cannabis banking solutions.

Industry Experience & Stability With over three decades of industry experience and a workforce dedicated to integrity and innovation, the company demonstrates stability and deep market knowledge. This reliability makes it an appealing partner for financial professionals looking to expand their service offerings in the evolving cannabis financial space.

Market Expansion Opportunities The company's recent focus on partnership and acquisition activities suggests a growth trajectory in the legal cannabis sector. Sales teams can leverage this momentum by targeting financial institutions, legal cannabis businesses, and ancillary service providers seeking compliant funding and banking solutions tailored to a rapidly expanding market.

Safe Harbor Financial Tech Stack

Safe Harbor Financial uses 8 technology products and services including Wix, Google Fonts API, Sirvoy, and more. Explore Safe Harbor Financial's tech stack below.

  • Wix
    Content Management System
  • Google Fonts API
    Font Scripts
  • Sirvoy
    Hotel Management
  • Sentry
    Issue Trackers
  • Envoy
    Load Balancers
  • Ruby on Rails
    Web Frameworks
  • The Events Calendar
    Web Platform Extensions
  • Apache HTTP Server
    Web Servers

Media & News

Safe Harbor Financial's Email Address Formats

Safe Harbor Financial uses at least 1 format(s):
Safe Harbor Financial Email FormatsExamplePercentage
FLast@safeharborfinancial.comJDoe@safeharborfinancial.com
95%
First.Last@safeharborfinancial.comJohn.Doe@safeharborfinancial.com
5%

Frequently Asked Questions

Where is Safe Harbor Financial's headquarters located?

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Safe Harbor Financial's main headquarters is located at 935 Kings Highway Suite 300 West Deptford, New Jersey 08086 United States. The company has employees across 1 continents, including North America.

What is Safe Harbor Financial's official website and social media links?

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Safe Harbor Financial's official website is safeharborfinancial.com and has social profiles on LinkedIn.

What is Safe Harbor Financial's SIC code NAICS code?

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Safe Harbor Financial's SIC code is 6411 - Insurance Agents, Brokers, and Service NAICS code is 524 - Insurance Carriers and Related Activities.

How many employees does Safe Harbor Financial have currently?

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As of May 2026, Safe Harbor Financial has approximately 21 employees across 1 continents, including North America. Key team members include Chief Executive Officer: R. N.Chief Marketing Officer: R. S.President: R. H.. Explore Safe Harbor Financial's employee directory with LeadIQ.

What industry does Safe Harbor Financial belong to?

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Safe Harbor Financial operates in the Insurance industry.

What technology does Safe Harbor Financial use?

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Safe Harbor Financial's tech stack includes WixGoogle Fonts APISirvoySentryEnvoyRuby on RailsThe Events CalendarApache HTTP Server.

What is Safe Harbor Financial's email format?

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Safe Harbor Financial's email format typically follows the pattern of FLast@safeharborfinancial.com. Find more Safe Harbor Financial email formats with LeadIQ.

When was Safe Harbor Financial founded?

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Safe Harbor Financial was founded in 1986.

Safe Harbor Financial

InsuranceNew Jersey, United States11-50 Employees

Founded in 1986, Safe Harbor Financial is a premier distributor of Annuity
and Life Insurance products, contracting over 20,000 Independent
Advisors across all 50 states. Through years of cultivating industry
relationships, we are proud to offer the broadest array of retirement
solutions from the most prominent and financially stable insurance
companies. As an early pioneer in the industry, we have the experience
and knowledge to support the evolving needs of today’s financial
professional. 

Our team is comprised of seasoned sales, marketing and service
specialists who are committed to helping Financial Advisors achieve longterm success with less hassle.

• Our home office promotes a culture
of integrity, innovation and execution with multiple employees with
over 25 and even 30 years with the company

• Our veteran internal sales consultants deliver superior product
knowledge, advanced market expertise, and regulatory insights

• From licensing and new business submission to pending case follow
up and commissions, our operations team will become an extension
of the your back office, leaving you more time to focus on your client

Section iconCompany Overview

Headquarters
935 Kings Highway Suite 300 West Deptford, New Jersey 08086 United States
SIC Code
6411 - Insurance Agents, Brokers, and Service
NAICS Code
524 - Insurance Carriers and Related Activities
Founded
1986
Employees
11-50

Section iconFunding & Financials

  • $10M$25M

    Safe Harbor Financial's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Safe Harbor Financial's revenue is estimated to be in the range of $10M$25M

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