Harborcrest Financial

Trusted Investment & Brokerage Services

Professional portfolio management, brokerage services, and dividend recovery solutions.

About Harborcrest Financial

Harborcrest Financial provides trusted brokerage and investment advisory services to investors worldwide. Our firm specializes in portfolio management, dividend recovery, and global securities brokerage.

Investment Advisory

Professional guidance for long‑term portfolio growth.

Stock Brokerage

Secure trading access to major global exchanges.

Dividend Recovery

Helping investors claim outstanding dividend payments.

Portfolio Management

Diversified asset allocation designed for stability and growth.

Executive Leadership

Richard Halstead

Chief Executive Officer

Margaret Ellison

Chief Financial Officer

Daniel Whitmore

Chief Investment Officer

Thomas Caldwell

Chief Compliance Officer

Michael Thornton

Senior Portfolio Manager

Rebecca Lawson

Director of Wealth Advisory

Anthony Brooks

Senior Investment Analyst

Caroline Hughes

Director of Client Relations

Client Feedback

Harborcrest helped recover dividend payments I didn't know existed. – Robert M.

Professional advisors and excellent service. – Linda C.

Clear guidance through complex investments. – David T.

Reliable brokerage firm. – Michael R.

My retirement portfolio has grown steadily. – Karen W.

Experienced financial advisors. – George B.

Dividend claim processed quickly. – Helen D.

Knowledgeable and patient advisors. – Steven P.

Great investment strategy advice. – Patricia L.

Trustworthy financial services. – Mark S.

Dividend Claim Portal

Contact Harborcrest Financial

Harborcrest Financial

1200 Financial Plaza
Suite 840
New York, NY 10005
United States

Phone: +1 (800) 458‑9724

Email: support@harborcrestfinancial.com