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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Who we are

Harbor Haven is a nod to the coastlines and riverways of our beautiful home state of Virginia. Harbor and Haven are words that signify places of shelter or safety in our minds. We strive to keep our clients anchored to their goals, and to provide a place of refuge through financial storms. This also represents a continuing acknowledgement and desire to serve you as your team.

Our mission is to understand your unique goals and values. We are here to help provide clarity and inspire confidence in your financial future. Through our industry-leading technology and personalized advice, our team will empower you to feel connected and always in control of your financial life.

Our goal is to preserve, protect and foster your assets while we help you and your loved ones navigate the journey of life.

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Evaluate your 401(k)

Many people wait to roll over their 401(k) dollars until they change jobs or retire. Depending on your financial goals, your age and your investment strategy, it may make financial sense to roll over some of your assets while you’re still working and contributing to a 401(k) plan. We can help you evaluate the pros and cons and determine if a rollover fits with your overall retirement savings strategy. Together, we can help you work toward your financial future with more confidence. Learn about your options with the Rollover Evaluator.