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Business Profile

Financial Planning Consultants

Harbour Pointe Tax Advisory LLC

This business is NOT BBB Accredited.

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Visit Website(571) 408-2300Write a Review

About

Overview

Harbour Pointe Tax Advisory LLC

8115 Maple Lawn Blvd

Suite 350

Fulton, MD 20759-2681

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BBB Accreditation & Rating

Harbour Pointe Tax Advisory LLC is NOT a BBB Accredited Business.

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About This Business

Harbour Pointe Tax Advisory provides financial advisory services, including tax planning, investment management, retirement planning, and estate planning. The company assists clients with customized wealth management strategies through a structured process involving portfolio audits, investment management, and tax optimization planning.

Years in Business: 20

Products and Services

This company offers wealth and asset planning and management company focusing on developing and implementing tax, financial and estate planning strategies to assist clients in investing, maintaining, developing, protecting and ultimately disposing of their valued assets through an established legacy plan.

Business Details

Local BBB:
BBB of Greater Maryland
BBB File Opened:
2/16/2009
Business Started:
3/1/2006
Business Started Locally:
3/1/2006
Business Incorporated:
10/3/2007
Type of Entity:
Limited Liability Company (LLC)
Alternate Names:
Harbour Pointe Wealth Management LLC
Harbour Pointe Whealth Management

Additional Contact Information

Principal Contacts
Ms. Karen Scott-Mims, President
Customer Contacts
Ms. Karen Scott-Mims, President
Additional Phone Numbers
Other Phone: (866) 621-6660
Other Phone: (844) 482-9377

Additional Information

Other Resources
U.S. Securities and Exchange Commission
100 F Street, NE
Washington DC 20549
Phone Number: 800-732-0330
Fax Number: (202) 772-9295
https://www.sec.gov
[email protected]
Business Categories
Financial Planning Consultants, Financial Services, Tax Consultant, Retirement Planning Services, Investment Advisory Services, Investment Management, Estate Planning and Management, Planning Consultants

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