George F. Reilly,  CFP<sup>&reg;</sup> - Financial Advisor

George F. Reilly, CFP®

Principal Planner

Safe Harbor Financial Advisors, LLC

300 Ellicott Street, Suite B
Occoquan, VA 22125

Safe Harbor Financial Advisors, LLC

21 King Charles Drive
Portsmouth, RI 02871
FINANCIAL ADVISOR'S WEBSITE
(703) 829-7233

General

George Reilly is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Safe Harbor Financial Advisors, LLC in Occoquan, VA and the surrounding communities.

Financial Advisor Overview

We are fee-only Certified Financial Planners™ offering unbiased financial guidance customized to your needs on an hourly fee or project basis. We are members of the Garrett Planning Network of fee-only, hourly planners. At Safe Harbor we help you achieve financial independence and Peace of Mind.That’s all we do. Serving clients in the Northern Virginia and Washington, DC metro areas from our main office in Historic Occoquan as well as satellite locations in Reston, Fair Oaks, Tysons Corner, and Ballston.

New for 2016--Now serving clients in Newport County, Rhode Island from our satellite office in Portsmouth, RI. You can reach us in Rhode Island at 401-684-1454 or visit our website at www.SafeHarbor-RI.com

More

Financial Advisor Experience

In addition to being a Certified Financial Planner™, George is an estate planning attorney licensed and practicing in Virginia, Maryland, the District of Columbia, and Rhode Island (currently inactive in RI). Before starting Safe Harbor Financial Advisors he was a career Navy Judge Advocate and later a civilian attorney for the Navy specializing in legal assistance, estate planning, and income taxation. This experience allows Safe Harbor to provide a holistic approach to clients' personal financial situations.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Admitted to Bar
  • Other - LL.M. (Tax)

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Attending College, Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Career Change, Asset Allocation, Estate Planning, Government & Military, Mutual Funds, Getting Married, Real Estate, Retirement, Stocks & Bonds, Starting a Family, Men's Finances, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances

More

Helpful Financial Planning Resources