OSWEGO, NY – Harmony Financial Services is celebrating its second anniversary with a bold move that aligns the business with a team of investment, insurance and wealth management specialists, and provides access to an unprecedented partnership with the resources of a global financial services leader, MetLife.
According to Harmony President, Financial Services Representative and Financial Advisor Rob Rolfe, the move not only positions Harmony for further growth, but provides a wider range of possibilities to assist his clients in reaching their unique financial goals as well.
“It’s an exciting move,” said Rolfe. “It offers me the potential to not only position Harmony Financial Services for the future but, more importantly, continue to foster mutually rewarding relationships with my clients. I am increasing my resources to help them realize their hopes and dreams.”
This cutting-edge arrangement, under which Harmony will become part of the MetLife Premier Client Group of Upstate New York, will allow Harmony to enhance its investment, insurance and planning opportunities; access state-of-the-art technology; offer clients insight from some of the industry’s most knowledgeable professionals; and provide a new level of independent advocacy for clients.
“The support afforded me through this arrangement empowers me to put together an optimal, customized program that is best suited to each of my client’s needs whether it’s estate planning, retirement planning, income planning, college planning, strategic wealth management, risk management, small business planning or business succession planning,” said Rolfe. “I focus on three primary objectives for clients—growing, protecting and distributing their wealth.”
A proud member of the Oswego business community, Rolfe is honored to begin his third year as president of Harmony. “I’m thankful to all my clients who have made Harmony Financial Services a success and I look forward to providing them with even more solutions to their financial and wealth management needs through my new partnership with the MetLife” added Rolfe.
Located at 31 E. First St.,. Harmony Financial Services offers a wide range of financial products and services.
For more information, please contact Rolfe at 315-216-4052 or visit www.harmonyfinancialservices.com.
MetLife, Inc. (NYSE: MET), through its subsidiaries and affiliates (“MetLife”), is one of the largest life insurance companies in the world. Founded in 1868, MetLife is a global provider of life insurance, annuities, employee benefits and asset management. Serving approximately 100 million customers, MetLife has operations in nearly 50 countries and holds leading market positions in the United States, Japan, Latin America, Asia, Europe and the Middle East. For more information, visit www.metlife.com.