Arbor Financial Partners

Never forget.

We sadly lost a client this past week at only 69 years old. This is always the toughest part of what we do. If you know of anyone who would like to adopt his cat please call the number on the photo. Our client loved him so much and we’d love to see him go to a good home.

I did a terrible job remembering to take photos at our annual Client Appreciation event. But I can assure you, there was hardly any bbq or crabs left over. 🦀 🍖

Thank you to all of our wonderful clients for attending. It’s an honor to serve you and your families.

At your service ,
Shaun

We hope everyone is enjoying their summer so far. Who’s had some yummy crabs recently?

Today we hosted our first recycling day for our clients. We know that paper can build up over the course of months, years and decades. Having these items shredded onsite helps protect your information.

Also, doesn’t it just feel good to declutter sometimes?

We do more than just manage investments and financial planning. We care about our clients, their goals, families…..and now their paper clutter too 😆

Arbor was a sponsor again this year for The Harford Center in Havre de Grace. They have a strong mission to help people with developmental disabilities in Harford County.
It’s always fun to give back, and the year we even shot a golf ball out of an air gun. Special thanks to my friends who graciously joined me as well. We didn’t win, but it was never about that anyway. 🫶🏻

We are hosting a 9-week Financial Peace University class in our office from 6-7pm every Wednesday starting June 3rd. If you, or someone you know, wants to take action and get ahold of your finances, this class is for you. Cost is only $80, which covers materials and snacks for the sessions.

RSVP by May 27th to
[email protected], DM or call #410-453-1000.
Space is limited to 20 people.

After achieving debt-free status you can do whatever you want. Your hard work has put you on track to keep building wealth and be outrageously generous to causes that matter to you, all while leaving an inheritance for generations to come. Now, that's a legacy that will last forever.

We are hosting a 9-week Financial Peace University class in our office from 6-7pm every Wednesday starting June 3rd. If you, or someone you know, wants to take action and get ahold of your finances, this class is for you. Cost is only $80, which covers materials and snacks for the sessions.

RSVP by May 27th to
[email protected], DM or call #410-453-1000.
Space is limited to 20 people.