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Haven Financial Solutions

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Hard Money & Private Money
Investor & Investment Firm

Services offered by this company.

Primary Markets:

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

  • Life Insurance
  • Retirement Planning
  • Financial Advisory
  • Annuities
  • Social Security Planning

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

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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.