Please join us in welcoming The Tranel Financial Group to the Harbour family! This team of 10 advisors, 2 licensed assistants and amazing support staff team are located in Libertyville, IL, Lake Geneva, WI & Palm Harbor, FL. They come to us from Money Concepts.
We’re excited to announce a new partnership with Idea Decanter that puts the power of video marketing directly into the hands of Harbour advisors.
Video can feel overwhelming—but it doesn’t have to be. Through this collaboration, our advisors can create polished, professional videos without the stress of scripting, production, or editing. Idea Decanter’s remote video service makes it simple to show up on camera and connect with clients in a more personal, powerful way.
If you’ve been thinking about video but weren’t sure how to get started, this is your moment.
Read the full announcement: /news/idea-decanter/Please join us in welcoming Fred Sweers to the Harbour family! Fred is located in Ida Grove, IA and was previously with United Planners.
Please help us welcome Josh Zoerner to the Harbour family! Josh is located in Kenosha, WI and comes to us from Osaic.
Please join us in welcoming Brigitte Romanelli to the Harbour family! She is joining us from Morgan Stanley and is located in Kalamazoo, MI.