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Haven Financial Solutions

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Hard Money & Private Money
Investor & Investment Firm

Services offered by this company.

Areas Served:

Lists the geographic locations where this company operates and offers its services, including specific cities, regions, or states.

Ossining, NY | White Plains, NY | Yonkers, NY | Scarsdale, NY | Tarrytown, NY | Irvington, NY | Elmsford, NY | Dobbs Ferry, NY | Hartsdale, NY | Sleepy Hollow, NY

Address:

77-79 E Main St 2nd Floor, Elmsford, NY 10523, United States

Short Description:

A brief description of the company and its unique selling points, as summarized by KeyCrew.

Haven Financial Solutions is a financial services company that provides a range of products and services, including life insurance, retirement planning, and investment management, primarily serving clients in the Westchester County, New York area.

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Property Types:

Lists the types of properties this service provider specializes in, such as residential, affordable housing, or senior housing.

  • Affordable Housing
  • Commercial
  • Data Center
  • HOA/COA
  • Hospitality
  • Industrial
  • Land
  • Life Sciences
  • Manufactured Housing
  • Medical Office
  • Mixed-Use
  • Multifamily
  • Office
  • Parking
  • Residential
  • Retail
  • Senior Housing
  • Senior Living
  • Specialty Properties
  • Storage
  • Student Housing
Specialities:

Highlights the companys main areas of expertise and the specific services they offer

  • Lifetime Financial Protection
  • Tax-Free Cash Value Growth
  • Guaranteed Lifetime Income
  • Personalized Retirement Planning
  • Debt Management Strategies
  • Lifestyle-Aligned Savings
  • Business Preservation Solutions
  • Final Expense Coverage
Why Choose This Company:

KeyCrews recommendation on why this service provider may be the best fit for your needs.

Outstanding for customers looking to secure their financial future with comprehensive lifetime protection and retirement planning solutions. Haven Financial Solutions is a trusted provider of personalized life insurance, annuities, and retirement planning services in the heart of Westchester County, New York. With a focus on building tax-advantaged cash value and guaranteed lifetime income, they offer a range of products to meet the unique needs of individuals, families, and businesses. Their team of experienced financial advisors works closely with clients to develop tailored strategies, ensuring their retirement dreams and final expenses are fully covered. Whether you need term life insurance, permanent life insurance, or a personal pension plan, Haven Financial Solutions has the right solution to provide financial security and peace of mind.With a convenient location in White Plains and serving surrounding areas, Haven Financial Solutions is dedicated to helping clients in Elmsford, Scarsdale, Hartsdale, Yonkers, and beyond achieve their financial goals. Their commitment to exceptional customer service and data-driven advice makes them an outstanding choice for those seeking lifetime financial protection.

Overview

Client reviews say Haven Financial Solutions is an honest, transparent, and knowledgeable company that provides excellent financial planning and notary services. Reviewers highlight the company's personalized approach, with a dedicated advisor like Gillian who has been there to guide clients through various life changes and emergencies over the years. The overall sentiment is very positive, with clients feeling secure and satisfied with the company's services.

Pricing

Request custom pricing for specific services offered by this provider. Each quote is tailored to your unique needs and project requirements.

Hard Money & Private Money Services

Investor & Investment Firm Services

Need Help Choosing a Provider? Call KeyCrew Conceirge at 1 (855) CREW-123

People often ask...

What services does the company offer?

The company offers life insurance policies, retirement planning services, and financial advisory services for individuals and businesses.

What geographic areas does the company serve?

The company serves Westchester County, including White Plains, Elmsford, Scarsdale, Hartsdale, Greenburgh, and the River Towns of Yonkers, Hastings-on-Hudson, Dobbs Ferry, Irvington, Tarrytown, Sleepy Hollow, and Ossining.

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