Harmony Financial Services
About the Business
Harmony Financial Services, located at 35 East 1st Street in Oswego, New York, is a finance institution led by Robert Rolfe, a dedicated Financial Advisor. Their mission is to help clients achieve long-term financial success through personalized programs that focus on growing, protecting, and conserving wealth.
Before recommending any financial products or courses of action, Harmony Financial Services takes the time to fully understand each client's goals and objectives. They believe that asset allocation based on individual attributes, circumstances, and risk tolerance is the key to successful investing.
Their website serves as a valuable resource for retirement planning and investment, offering financial market updates, articles, research tools, and calculators. Clients and visitors are encouraged to explore the site and reach out with any questions or to schedule an appointment.
Harmony Financial Services partners with Osaic Wealth, Inc., a member of FINRA/SIPC, to provide securities and investment advisory services. They are licensed to work with individuals in states including AL, AZ, CT, FL, NY, TX, and VA.
Please be aware that information provided on external websites linked from Harmony Financial Services' site is for informational purposes only. Visitors assume all responsibility and risk when accessing these third-party resources. For more information, visitors can check the background of Robert Rolfe, the investment professional at Harmony Financial Services.
Location & Phone number
35 E 1st St, Oswego, NY 13126, United States
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
Reviews
"Rob Rolfe of Harmony Financial Services has been our financial advisor for 9+ years. In that time Rob has been both informative and helpful regarding our finances, which have seen continual growth. We look forward to many more years working with Rob."
"Robert is a consummate professional and highly knowledgeable concerning financial investing and planning. He is very open and informative concerning short term and long term market trends, especially as they relate to national and international events or conditions. Before making any moves involving our investments, Robert reaches out to inform us of his proposed plans and reasons for the changes. Robert has also helped us multiple times concerning finances of a family member. We highly recommend Harmony Financial Services."
"Harmony Financial Services, with Rob Rolfe, has shepherded my 401K since Harmony FS started. My “nest egg” has actually been under Rob’s watchful eye even before that. Rob Rolfe came highly recommended to me, several years ago by a friend, and I’ve always had utmost confidence in him, to protect that resource."
"I highly recommend Rob Rolfe as a Financial Advisor, and his company Harmony Financial Services. I started working with him in 2020 and have learned so much from him about investments. I had been working with other advisors over several years, and had interviewed a couple of others that weren’t quite the right fit. I knew Rob was the right choice after meeting with him a few times. Rob is very knowledgeable about many facets of financial markets, investments, retirement planning, goals, and the importance of tax considerations too. He makes himself available and keeps in touch with his clients. It’s refreshing to have such personal service from a professional. His assistant, Matt, is also knowledgeable and helpful. Do yourself a favor and give him a call. At least allow him to give you his SOS - Second Opinion Service - regarding your finances, present and future."
"Rob Rolfe, Harmony Financial Services, has been overseeing my wife's & my IRA's for several years now. He is very much in touch with the world's financial status & direction and is attentive to our respective financial goals. He is accessible and ready to answer questions. We meet periodically to reassess our investments and we give much weight to his advice as we make our financial decisions. We have made a good investment in Harmony Financial."
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