BBB Accredited Business Profile

Safe Harbor Asset Management Services

Safe Harbor Asset Management Services

(410) 538-6800

Safe Harbor Asset Management Services

21 years in business
4013 E Baker Ave
Abingdon, MD 21009-1436
Additional Email Addresses
  • gbowser@asset-management-services.com
BBB File Opened: 06/06/2012
Business Started: 01/01/1997
Business Incorporated: 06/04/1997 in MD
Type of Entity
Corporation
Contact Information
  • Principal: Mr. Gregory K. Bowser, President
  • Mr. William T. Clark
  • Mr. Henry Godfrey, Vice President
Business Category
  • Financial Planning Consultants
  • Accident Insurance
  • Health Insurance
  • Life Insurance
  • Property Insurance
  • Insurance Consultant
  • Retirement Planning Services
  • Insurance Services Office
  • Financial Services
  • Investment Management

Additional Information
  • According to company's website, "Securities offered through TradePMR." (www.asset-management-services.com)
Products & Services
This company offers registered investment adviser services for financial, retirement, investment, estate, legacy & Social Security planning as well as portfolio management and pension consulting.
Service Area
Serving clients in Maryland, New York, New Jersey, South Carolina, and beyond
Alternate Business Names
  • Asset Management Services, Inc.
Licensing, Bonding or Registration
This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
  • BBB records show a license number of 46350 for this business, issued by FINRA- Financial Industry Regulatory Authority

    FINRA- Financial Industry Regulatory Authority
    1735 K St NW, Washington, DC 20006-1506
    http://www.finra.org
    Phone Number:  (301) 5906500
    Fax Number:   ()

  • BBB records show a license number of 43428 for this business, issued by Maryland Insurance Administration

    Maryland Insurance Administration
    525 St Paul St, Baltimore, MD 21202-2213
    http://www.mdinsurance.state.md.us
    Phone Number:  (410) 4682000
    Fax Number:   (410) 4682020
    miaweb@mdinsurance.state.md.us

  • BBB records show a license number of 110803 for this business, issued by Securities and Exchange Commission

    Securities and Exchange Commission
    100 F St NE, Washington, DC 20549-2000
    http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx
    Phone Number:  (202) 9428088
    Fax Number:   ()

  • BBB records show a license number of 1581343 for this business, issued by FINRA- Financial Industry Regulatory Authority

    FINRA- Financial Industry Regulatory Authority
    1735 K St NW, Washington, DC 20006-1506
    http://www.finra.org
    Phone Number:  (301) 5906500
    Fax Number:   ()

  • BBB records show a license number of 5070756 for this business, issued by FINRA- Financial Industry Regulatory Authority

    FINRA- Financial Industry Regulatory Authority
    1735 K St NW, Washington, DC 20006-1506
    http://www.finra.org
    Phone Number:  (301) 5906500
    Fax Number:   ()

Number of Employees: 
7
BBB accredited business

A+

Overview

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BBB Reason for Ratings

BBB rating is based on 13 factors: Get the details about the factors considered.

Licensing information is provided in the BBB Business Profiles to inform the public about industries that may require professional licensing, bonding, or registration. Better Business Bureau encourages you to check with the appropriate agency to be certain any requirements are currently being met.
BBB promotes truth in advertising by contacting advertisers whose claims conflict with the BBB Code of Advertising. These claims come to our attention from our internal review of advertising, consumer complaints and competitor challenges. BBB asks advertisers to substantiate their claims, change ads to make offers more clear to consumers, and remove misleading or deceptive statements.
BBB reports on known significant government actions involving the business's marketplace conduct.
BBB reports on a company that is out of business for one year from the date the company closes its doors or ceases to do business.
BBB reports on unauthorized use of the Better Business Bureau's name and/or logo for as long as the business continues to use it in any advertising, or for one year after the business ceases any repeated unauthorized uses.
BBB reports on a business’s bankruptcy as long as the business remains in bankruptcy.
BBB reports when mail sent to the business was returned by the Postal Service.

Safe Harbor Asset Management Services

Safe Harbor Asset Management Services

BBB ACCREDITATION SINCE 06/07/2012

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