Safe Harbor Financial
Safe Harbor Financial

Safe Harbor Financial Information

Contact top employees from Safe Harbor Financial

Summary

Founded in 1986, Safe Harbor Financial is a premier distributor of Annuity
and Life Insurance products, contracting over 20,000 Independent
Advisors across all 50 states. Through years of ...Show more

Industries

Insurance

Headquarters Location

Employees Size

10-50 employees

Specialties

Fixed Index Annuities, Fixed Annuities, Life Insurance, Asset-based LTC

Founded

1986

Contact Safe Harbor Financial

Organization Website

Phone Number

800-422-0557

Employees Turnover 3 quarter 2025

Number of employees switched from or switched to
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Total number all of employee turnover
Ex-employees switched to
Length of Employment
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Employee tenure at Safe Harbor Financial shows a diverse range of experience levels:
16% for 1–2 years16% for 3–4 years21% for 5–7 years21% for 8–10 years26% have over 11 years of service at Safe Harbor Financial
Ex-employees positions
In Company
In New Company
Contact top employees from Safe Harbor Financial
Sheri Fransua
Training Manager
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Julie Lesicki
Business Development Executive
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Maureen Fanelle
National Sales Director
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Alexander Meyers
Compliance Manager
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Cheryl Carr
National Sales Director
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Rachel Fox
Compliance Manager
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Rick Hoffman
Manager - Customer Relations - Banker
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Thomas
Portfolio Manager
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Amanda McComb
Vice President
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Cynthia Peters
Human Resources Manager
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Jack Honebrink
National Sales Director
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Edgardo Strobel
Private Banker
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Kimberly Seefried
VP of Onboarding and Financial Institutions
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Brigette Loyd
AVP of Services
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Michelle Kast
Special Accounts/Fintech Manager
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Nathan Axtell
Onboarding Specialist
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Paul Federico
Director of Life Sales & Marketing
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Sophia Embry
Onboarding Specialist
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Casey Conway
Relationship Manager
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Jonathan Strickland
Relationship Manager
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Ashley Allen
Relationship Manager
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Kayla Madrid
Account Manager
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FAQ

Safe Harbor Financial operates in the Insurance industries. More details can be found on the official website: safeharborfinancial.com.
The headquarters of Safe Harbor Financial are located in West Deptford, United States.
You can contact Safe Harbor Financial by phone at 800-422-0557.
Safe Harbor Financial currently employs 10-50 people.
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