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Welcome to Harmony Financial Services

31 E. 1st Street
Oswego, NY 13126
Phone:
  • 315-216-4052

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Robert A. Rolfe

Harmony Financial Services is a comprehensive financial services firm committed to helping our clients improve their long term financial success.  Our customized programs are designed to grow, protect, and conserve our client's wealth by delivering personalized service and expertise.

We will not recommend any course of action or any type of financial product until we are fully aware of clients' goals and objectives.  When we are convinced that the recommended action or products is suitable as long term solution, we will issue a recommendation.  We believe that the most important investment decision an investor can make is not which investment to own; rather, how assets should be allocated based upon the investor's attributes, objectives, circumstances and risk taking capacity. 

We designed this site for both clients and visitors to use as a complete retirement planning and investment resource.  We encourage you to roam our virtual office to learn more about our organization, and the array of resources available to you from one comprehensive site.  You will find a host of information; including current financial market updates, articles, investment research tools, and financial calculators.  If you have any questions, please email or call to make an appointment.

Harmony Financial Services s not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck