Jelco Financial Planning

Building a Stronger Financial Future

Harbr Financial Group is a vibrant organization built on the foundation of personalized financial guidance and tailored solutions. We are a team of experienced professionals dedicated to empowering individuals and businesses to achieve their financial goals and create a secure future.

Who We Are

Harbr Financial Group arose from the merger of Rogers Financial and Jelco Financial Planning, combining decades of industry expertise and a proven track record. We leverage our collective knowledge and skills to deliver comprehensive financial strategies that address your unique needs and aspirations.

What Sets Us Apart

Our approach is client-centered, focusing on building long-lasting relationships built on trust and open communication. We take the time to understand your individual circumstances, financial goals, and risk tolerance. This personalized approach allows us to create customized solutions that are tailored to your unique needs.

Our Expertise

We offer a holistic range of services across various aspects of financial planning, including:

Wealth Management

• Comprehensive investment planning
• Portfolio optimization
• Retirement planning
• Tax optimization strategies

Business Planning & Strategies

• Business succession planning
• Risk management analysis
• Financial planning for startups and entrepreneurs

Insurance Solutions

• Tailored insurance plans to protect your business and personal assets
• Risk mitigation strategies and claims guidance

Our Approach

We believe in a collaborative and transparent approach to financial planning. We involve you in every step of the process, sharing clear explanations and offering regular updates along the way.

Client Testimonials

"We were impressed with Paul's meticulous attention to detail and his ability to explain complex financial concepts in clear, accessible terms." - John, Business Owner

"Harbr Financial Group has been an invaluable resource for our business. Their guidance has been instrumental in our financial growth." - Carol and Peter, Clients

Let's Start Building Your Future

Contact Harbr Financial Group today and discover the power of personalized financial planning. We are committed to providing you with the guidance and support you need to achieve your financial goals and create a brighter future.