Taxes

• Tax Planning
  Shelby Carrigan is a Tax Planner at Harbor Group. She is a CPA with an extensive background providing tax services to clients of all sizes and types. These services ranged from individuals and trusts to corporations and pass-through entities. Shelby’s diverse experience allows her to develop strategic tax planning opportunities for her clients.
• Charitable Giving
• Tax Services
  Prior to joining Harbor Group in November 2022, Peter was the Tax Manager at Bigelow & Company in Manchester for over eight years. In this capacity, he worked primarily with individuals, estates, and trusts while working collaboratively with financial advisors. At Bigelow & Company, Peter worked with clients with a wide range of backgrounds and focused beyond tax preparation with the goal of being a resource to provide overall financial guidance for day-to-day life. It was Peter’s passion for working with individuals that led him to also become a CERTIFIED FINANCIAL PLANNER™. Peter’s combination of qualifications uniquely positioned him to develop strong relationships with his clients and provide a holistic approach to their planning.

Investment

• Investment Management
  As Chief Investment Officer and Partner at Harbor Group, Ryan oversees the investment management side of the firm and leads our investment committee. A member of our team since 2012, Ryan holds a number of designations including...
• Wealth Management
  He is a CERTIFIED FINANCIAL PLANNER™ professional whose passionate about providing his clients comprehensive wealth management that spans the full spectrum of planning.

Accounting

• Accounting Services

Planning

• Financial Planning
  Our firm was founded in 1981 by Marc Hebert and Tim Riley. Early on, Hebert and Riley knew that pursuing financial planning as fiduciaries was the best way to serve the local community. This piloted the firm into a new direction, where they were among the pioneers in the field of becoming registered investment advisors who could offer comprehensive financial planning that served their clients' best interests.
• Retirement Planning
  A specialist in the areas of retirement and estate planning, Tim holds the designations of CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Consultant. He earned a Master of Science degree in Financial Planning with concentrations in retirement planning and portfolio management. Tim has been an active member in a number of professional organizations, including...
• Asset Management
  Shirley joined Harbor Group in June 2002 as an Asset Management Administrator, initially supporting one of the firm's three financial planners. Within four months, Shirley began training to become the firm's Trading Specialist. Shirley is now responsible for the daily reconciliation of all client portfolios and Harbor Group's investment database and trade placement.