Harbor Financial Services has revealed that it has merged with Level Four Group, a wholly-owned subsidiary of CPA firm Carr, Riggs and Ingram, (CRI) based out of Enterprise, AL.
Harbor joins the full-service financial services firm offering wealth management and institutional services including financial and estate planning, asset management, retirement plan services, insurance, institutional trading, and business consulting.
Earlier this year, the firm changed its name from Harbor Financial Services to Level Four Financial.
Edmon Jake Tomes, CEO, Level Four Group, said: “We are very excited about the acquisition of Harbor Financial Services, LLC.
“The addition of the broker dealer will add to our ever growing platform giving the firm one of the most comprehensive capabilities for financial advice services in the country.”