Harmony Financial Services opens office in Downtown Oswego

by Contributor | July 10, 2013 11:32 pm

Written by: John DeRousie, Custom Marketing Solutions
OSWEGO, NY – Harmony Financial, one of the area’s newest financial services companies, recently celebrated the grand opening of its new office located at 31 E. First St., inside the historic former train station at the corner of East First and Cayuga streets.

Rob Rolfe, owner of Harmony Financial, has worked as a financial consultant for more than 19 years, the last 13 of which has been spent meeting the financial needs of clients throughout Oswego County.

“I am happy my office is in downtown Oswego. I enjoy the historic look and feel of the building and the scenic view of the river and Lake Ontario. More importantly, there is plenty of parking for our clients and is easily accessible to all,” said Rolfe.

Established in April of this year, Harmony Financial offers a complete range of financial products including: mutual funds, annuities, retirement income planning, long term care insurance, disability income insurance, college savings plans, IRAs, Roth IRAs and 403bs, and more.

“I pride myself in working closely with my clients and establishing a personalized portfolio that will help secure their financial future; be it their family life or their business life; and offer insightful recommendations as we work together towards their financial goals,” said Rolfe.

“I feel fortunate to be a part of the Oswego business community,” added Rolfe. “I am deeply committed to my community and enjoy doing whatever I can do to support it. I feel privileged to be a member of the board of directors for The United Way of Greater Oswego County, serving as a member of the executive committee and chairman of the its Annual Fundraising Campaign; and a member of the board of directors for Oswego YMCA, serving on the Steering Committee for its Capital Campaign.”

For more information on Harmony Financial Services contact rob Rolfe at 315-216-4052 or visit www.harmonyfinancialservices.com

Securities and Insurance offered through Cadaret, Grant, & Co., Inc. Member FINRA/SIPC.

Source URL: https://oswegocountytoday.com/community/harmony-financial-services-opens-office-in-downtown-oswego/

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