Creating a Personal Financial Connection

Introduce a friend or family member that could benefit from our services.

We Pride Ourselves on the Personal Level of Service We Provide

As a team of experienced, dedicated professionals committed to serving clients with honesty and integrity, referrals mean a lot to us and help us to know we’re doing a great job.

If you know anyone who would benefit from our services, we would be happy to set up a complimentary consultation to introduce ourselves to your family or friends and walk them through our comprehensive process and available services.

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Referrals Form

Have questions about your future retirement planning?

Let Harper Financial Associates give you a free, no-obligation review of your current plan to see if we can help you feel confident in your retirement future.

Let's Talk

Want to Learn More?

Our team is here to serve our clients in-person at one of our various locations in Eastern Massachusetts, as well as virtually to our clients throughout the country. We are here to answer any questions or concerns you may have.

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Short Form

Address:

99 Derby St.
Suite 200
Hingham, MA 02043

Phone:

(781) 435-2000

Investment advisory services are offered through Gibbs Wealth Management, LLC (DBA Harper Wealth Management), a SEC Registered Investment Advisor. Insurance products and services are offered through Harper Financial Associates. Gibbs Wealth Management, LLC (DBA Harper Wealth Management) and Harper Financial Associates, are unaffiliated companies.

Gibbs Wealth Management (DBA Harper Wealth Management), outgoing and incoming e-mails are electronically archived and subject to review and/or disclosure to someone other than the recipient. We cannot accept requests for securities transactions or other similar instructions through e-mail. We cannot ensure the security of information e-mailed over the Internet, so you should be careful when transmitting confidential information such as account numbers and security holdings. If the reader of this message is not the intended recipient, or an employee or agent responsible for delivering this message to the intended recipient, you are hereby notified that any dissemination, distribution or copying of this communication is strictly prohibited. If you have received this communication in error, please notify us immediately by replying to this message and deleting it from your computer. 22360 - 2022/10/20