A trust is a way of managing assets (money, investments, land or buildings) for people – types of trust, how they are taxed, where to get help.
Who we are
We will be available to sit with you on a regular basis and if you have questions, just calland we will make sure your questions are answered promptly.
When you do well, we do well.
We have the expertise, investment products, and reach of many of the large "wall-street" firms, yet we provide our services on a very personal level.
Experienced
We provide authoritative answers and advice about everything from personal finance to investing to estate planning
Always Available
We provide authoritative answers and advice about everything from personal finance to investing to estate planning
Professionals
We provide authoritative answers and advice about everything from personal finance to investing to estate planning
We’re Responsible
We provide authoritative answers and advice about everything from personal finance to investing to estate planning
Do you feel you need professional advice?
That is simple to understand and straightforward to implement.
We help you to grow your business
We will be available to sit with you on a regular basis and if you have questions, just calland we will make sure your questions are answered promptly.
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What Our Clients Say
We will be available to sit with you on a regular basis and if you have questions, just calland we will make sure your questions are answered promptly.
I enjoyed working with you guys very much! No matter what issues or questions popped up, you were always there to assist. I appreciate your service, quality products and professional approach in every aspect. Keep up the excellent job and let us know what comes next!
Gary Wyatt
Company Director at Loans & Finance.
Being a company’s director requires maximum attention and devotion. This was exactly what I felt when turned to your products and services. All our questions and inquiries were answered effectively and right away. Our website has never looked better, ever. Thank you.
Adam Hallinan
Marketer at Finance Bank.
You never know what is gooing to happen until you try. But let me tell you that taking risk with these guys was totally worth it. Now we are a regular client, and this was probably the best decision we ever made! Our company appreciates your assistance and great work!
Bianca Hammound
Angle Invester at CityBank.
With Forex I have always been made to feel important. Over the years the advice given has always been sound and well researched. I have never been pressured into a decision. Its not often that you can say that you enjoy the company of your financial adviser!!
Maria Kerswell
CEO & Founder at King Finance Inc.
I enjoyed working with you guys very much! No matter what issues or questions popped up, you were always there to assist. I appreciate your service, quality products and professional approach in every aspect. Keep up the excellent job and let us know what comes next!
Donald Simpson
Company Director at Loans & Finance.
Our Experts
From the moment you walk in our door, you will experience what we affectionately call The Harwood Way, a culture of always treating people with respect, listening and always working in our clients' best interests.
Senior Marketing Director
Angel Díaz
Contact Detail 646-464-0042 3030 Middletowm Rd., Room #109, Bronx NY 10461 Education Bachelor of Business Administration Università Italia. Graduated 2007 Bachelor of Commerce University of South Australia. Major Accounting. Minor Management. Graduated 2011 Ronald Robertson has 20 years credit experience gained in insurance and banking, 12 of which were in European leveraged finance. He has [...]
Senior Marketing Director
Aaron S. Pagán
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Senior Marketing Director
Michelle Maloloyon
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Company News
We will be available to sit with you on a regular basis and if you have questions, just call and we will make sure your questions are answered promptly.
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