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Paladin Research Report For:

Geoffrey Burroughs

Harbor Investment Advisory

2330 W. Joppa Rd
Lutherville, MD 21093
410-659-8905

About Geoffrey Burroughs

I take a client-first approach focused on helping my clients navigate through the complex and emotional financial decisions that surround their lives.
I concentrate on doing three things for my clients and ask one in return. I help them:
- Simplify their financial lives
- Generate the necessary returns and income to sustain the lifestyle they desire now and in retirement
- Build a legacy for the ones they love and the things they care about.
What I ask in return: should my clients have a question on anything financial, I expect to be the first phone call.

See Disclosures

General Information

Firm Start Year
  • 1923

Compliance

Qualifications & Membership

Firm Information

Compensation and Fees

Education

Bachelor of Business Administration - Finance
  • University of Loyola, Maryland
    September 1997 -May 2014

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1864145/paladinregistry-Harbor-Investment-Advisory-detailed-disclosure.html

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