HomeHarbor Lights Financial Group2024-03-13T12:29:54+00:00

ASSISTING OUR CLIENTS IN THE
ACCUMULATION AND PRESERVATION OF WEALTH

Commitment. Trust. Expertise.

WELCOME TO HARBOR LIGHTS FINANCIAL GROUP

Robert Tendler Managing Partner

Ken Roberts Managing Partner

Doug Lockwood Managing Partner

David Scureman Partner

Tony Karpowich Senior Financial Advisor

John Cornacchia Director

Justin Lotano Managing Director

Jonathan Shippee Senior Wealth Advisor

Tom Shapero CDFA

Patrick Pacillo Senior VP of Investments

Steven Catapano Chief Operating Officer

As of May 2nd, 2023

29

Year in Business

1,523

Households

$1.15B

Assets Under Management

OUR LOCATIONS

Manasquan Location

red bank location

palm beach

Setting a Course for Your Wealth

We are a team of highly accomplished advisors and CERTIFIED FINANCIAL PLANNER™ professionals who help people like you with customized strategies designed to enhance and preserve your wealth. We work to realize your financial goals, empowering you to enjoy the freedom that brings.

BEGIN YOUR JOURNEY

HLFG EVENTS AND NEWS

SEE HLFG EVENTS AND NEWS

Begin Your Journey

We at Harbor Lights Financial Group are in business to assist our clients in the accumulation and preservation of wealth and are passionate about providing realistic solutions suitable to their needs.

What counts: the financial well-being of our clients and their families — we pursue this goal passionately.

WORKING WITH A CFP

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Harbor Lights Financial Group, Inc.
2424 NJ-34
Manasquan, NJ 08736
(732) 528-4333
hlfg.com

Harbor Lights Financial Group –
Location
28 Leroy Place
Red Bank, NJ 07701

Harbor Lights Financial Group –
Location
3825 PGA Blvd
Palm Beach Gardens, FL 33410

In The Community

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Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

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