First Harbor Group LLC
9525 Katy Freeway, Houston, TX 77024
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Location & Phone number
About the Business
First Harbor Group LLC is a finance institution located at 9525 Katy Freeway in Houston, Texas. We specialize in providing financial expertise and guidance for employee benefits, retirement plans, and individual financial planning. Our team is dedicated to putting our clients on the path to financial success, offering securities through Kestra Investment Services, LLC and investment advisory services through Kestra Advisory Services, LLC.
Elizabeth Ramsey, our Benefits Coordinator, brings a wealth of knowledge and dedication to our team. With a bachelor's degree from the University of Houston, Elizabeth is committed to building solid relationships with clients and providing exceptional service. Rosie Orozco, our Operations Coordinator and Office Administrator, ensures that our office runs smoothly and efficiently, promoting a positive and high-performance culture.
David, with over 30 years of experience, specializes in retirement plans and insurance services, while Joe Christianson, our Lead Service Advisor, focuses on investment analysis and employee education. Carla Englade, our Senior Account Manager, leads our marketing efforts and works closely with clients to optimize their benefit offerings.
At First Harbor Group LLC, we are committed to helping our clients achieve financial security through sound planning principles. Contact us today to learn how we can help you reach your financial goals.
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