Safe Harbor Financial Services
Insurance · California, United States · 51-200 Employees
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Overview
Headquarters
224 Avenida Pelayo Apt B, San Clemente, ...Phone Number
(949) 973-4322Revenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About Safe Harbor Financial Services
Safe Harbor Financial Services is an independent insurance agency that specializes in providing Medicare, life insurance, long-term care insurance, and disability insurance across California and several other states. The agency, led by Petia Lilova, focuses on personalized service, helping clients navigate their insurance options based on individual healthcare needs and budgets. They offer a range of products including annuities, group benefits, and travel insurance, ensuring comprehensive coverage for their clients. Safe Harbor Financial Services aims to assist clients in making informed decisions about their insurance plans while providing unbiased reviews and plan comparisons.Explore more
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Revenue
Number of Employees
Type
Funding
Founded In
Safe Harbor Financial Ser...
<$5M
51-200
Private
-
2007
N/A
$11.2M
201-500
Private
-
2020
AB
Andre BerryVice President, Sales & Operations Business Transformation Executive
Company Profile Activity
Activity Insights
Safe Harbor Financial Services is experiencing very low activity levels compared to other companies in the Insurance sector.
What does this means?
Safe Harbor Financial Services is drawing exceptional interest within the Insurance industry, suggesting notable developments or strong market momentum, learn more about Safe Harbor Financial Services.
Safe Harbor Financial Services Tech Stack
A closer look at the technologies used by Safe Harbor Financial Services
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Frequently Asked Questions Regarding Safe Harbor Financial Services
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Safe Harbor Financial Services is an independent insurance agency that specializes in providing Medicare, life insurance, long-term care insurance, and disability insurance across California and several other states. The agency, led by Petia Lilova, focuses on personalized service, helping clients navigate their insurance options based on individua... Read More
