Harford Retirement Planners Revenue
Financial Services • 
510 S Main St, Bel Air, United States • 1-10 Employees
Harford Retirement Planners revenue & valuation
| Annual revenue | $427,775 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,400,000 |
| Total funding | No funding |
Key Contact at Harford Retirement Planners
Joe Conroy
Owner / Financial Advisor
Company overview
| Headquarters | 510 S Main St, Bel Air, Maryland 21014, US |
| Phone number | +14109466296 |
| Website | |
| NAICS | 52 |
| Keywords | Financial Education, Education Planning, Retirement Planning, Financial Planning, Investment Management, Retirement Strategies, Social Security Strategies, Estate & Legacy Planning, Diversified Portfolios, Community-Centered, High Net Worth (Hnw) & Henry Clients, Independent Fiduciary Advisors, Lifelong Financial Guidance, Team-Based Wealth Management |
| Founded | 2020 |
| Employees | 1-10 |
| Socials |
Harford Retirement Planners Email Formats
Harford Retirement Planners uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@harfordretirement.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@harfordretirement.com | 100% |
About Harford Retirement Planners
-Financial Planning Rooted in Trust & Community- Harford Retirement Planners (HARP) is an independent, team-based financial planning and investment management firm based in Bel Air, Maryland. We believe strong relationships are the foundation of meaningful financial planning. Our role goes beyond numbers — we are fiduciary advocates and partners, helping clients make confident decisions about their future. -Who We Serve- We work with families, professionals, and business owners throughout Harford County and beyond, specializing in retirees, near-retirees, and HENRYs (High Earners, Not Rich Yet). Our clients typically seek lifelong guidance from trusted CFP® professionals and value white-glove portfolio management tailored to their goals. -Our Approach- Money is personal. That’s why our planning is family-focused, goal-oriented, and rooted in communication. Through resources like "Decades & Decisions" — Joe Conroy’s book on financial planning across life stages — and our community-driven "Get the Guac" podcast, we make complex financial topics approachable. Our team delivers resourceful, up-to-date strategies that bring clarity, comfort, and confidence to every client relationship. -Why HARP?- We’re not the traditional suit-and-tie financial firm. HARP is built on trust, ethical advice, and a commitment to serving our community. Our mission is to simplify the financial journey, so you can focus on the most important moments in your life. -Located in the heart of Bel Air, proudly serving Harford County and the greater Maryland community. -Securities offered through LPL Financial, Member SIPC.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Harford Retirement Planners has never raised funding before.
Harford Retirement Planners Tech Stack
Discover the technologies and tools that power Harford Retirement Planners's digital infrastructure, from frameworks to analytics platforms.
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Frequently asked questions
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