Harbor Financial Services (HFS)

Offshore Incorporators, Offshore Retirement Accounts, Offshore Fund Providers
27 Reviews
5055 W. Park Blvd, Suite 400, Plano, TX, 75093, The United States of America

OUR EXPERTISE: Offshore Banking and Investments, Offshore Companies, Offshore IRA's, Precious Metals and Trusts, Offshore Hedge Fund formation. We utilize multiple offshore jurisdictions to help our clients achieve financial privacy, protect assets from lawsuits, do business and invest globally.

IBC and Account Were Setup Quickly!

100% June 29, 2020 by Doorknob
Verified Review

They set up an offshore IBC in Belize and then a bank account to go with it. VERY good service. They helped with all the paperwork and everything went smoothly and it didn't take longer than what they originally said. Happy with the services.

Offshore Licensed Fund and Trusts

100% April 02, 2020 by Eric
Verified Review

My business partners and I chose HFS to help us set up a licensed offshore hedge fund in the BVI and also to set up personal offshore trusts for the principals. We actually were referred to them by afriend who used them to set up of offshore ibc's in the british virgin islands. All went well with the set up of the licensed fund and prime brokerage account and the trusts were set up expertly as well. So all went according to plan and they provided everything to us that they said they would so we were quite pleased. It's nice to work with a firm that tells you what to expect upfront and then simply does what they say there going to do and doesn't ask for extra fees or time or make excuses. As others have said they aren't necessarily the cheapest but you definitely get what you pay for. No complaints.

Off Shore companies and account set up was solid

99% February 06, 2020 by Fencemen

They set up a couple of off shore companies and accounts for me and my business partner. Smooth sailing all the way. They checked all of the names that we wanted in a bunch of different places and then we settled on where we wanted to go. Companies took about a week, maybe two to get all completed. Then they helped us open up a bank account for each company and one international trading account. There was a bit of paperwork to do but they helped us get all through it and even called us and we went over the bank questions on the phone and they wrote everything down that I said and sent me the completed form just to sign. So that made it very very easy for both me and my business partner. it was good working with them, especially Tamara who helped us alot and was really patient with all of our questions.

Reply From Harbor Financial Services (HFS)

February 06, 2020

Thanks for your kind words and the good review and for mentioning our Head of Client Services, Tamara O. We really appreciate it. Glad we could help you get set up offshore. Harbor Financial Services

Set up offshore company and accounts

100% January 20, 2020 by Whitney

I contacted HFS to set up an offshore company in Belize and a bank and trading account to go with it. They gave me clear answers, explained the process and then did exactly as they promised. It was a good experience and i'm glad i chose them.

Reply From Harbor Financial Services (HFS)

January 20, 2020

Whitney, thanks so much for the good review. We appreciate the you choosing us to assist you with setting up the IBC and offshore accounts. If we can help in any other way please let us know. Thanks again.

Fast set up of Cook Islands Trust

96% January 15, 2020 by ED67

They setup a Cook Islands trust for my partner and I. did a great job. helped us with all the paperwork and everything got done as promised and then they opened up a swiss account for the trust. this worked out really well for us and we are happy with the results. as others have mentioned they aren't necessarily the cheapest out there, but you definitely get what you pay for and they are very helpful.

Reply From Harbor Financial Services (HFS)

January 20, 2020

Thank you Ed for the good review. Glad we could help you with the set up you wanted and we appreciate you choosing us to help you go offshore.

Offshore Hedge Fund went very smoothly

100% January 15, 2020 by InvestorGuy
Verified Review

I engaged HFS to set up a licensed Hedge Fund in the BVI. They guided me through the incorporation process, applying for and obtaining the fund license, and then choosing the best bank and brokerage account providers. The process was handled professionally and they always responded to all of my numerous questions. And though I often pestered them with a million different scenarios, they were always polite and responded in a timely fashion. At the end of the day we got everything set up the hedge fund, the bank and the brokerage and we are also coordinating with them to potentially get the fund listed on an exchange in Europe. So everything went smoothly and they certainly earned the fees that were charged. I can't speak for any of their standard corporate procedures for retail clients. But with regards to setting up and putting into place everything needed for a hedge fund, I am and was extremely pleased with their services.

Reply From Harbor Financial Services (HFS)

January 15, 2020

Thank you. Thanks for letting us help you establish your hedge fund in the BVI. We wish you the best of luck with that and hope that it exceeds your wildest expectations! If you need anything else be let us know!

Great Experience!

100% October 24, 2019 by Hummer1
Verified Review

My business partners and I hired HFS to set up some offshore corporations and trusts and accounts to go with them. They handled the paperwork and everything and kept us informed at each step. Time frames were as promissed and they were helpful after everything was set up as well. No question that we are happy we went with them. Tamara was the main person we worked with and see knew her stuff, was helpful and always returned our calls and emails promptly.

Reply From Harbor Financial Services (HFS)

October 24, 2019

Thank you for the positive review! Thanks for letting us help you out and thanks for your specific compliments about one of team members. Much appreciated!! Harbor Financial Services.

Worth the price

100% August 12, 2019 by eddsoares
Verified Review

I have been using Harbor`s services for about a year now and I could not have asked for a better experience. They know what it needs to be done and it best way to do it. They`re extremely helpful, respectful, and well versed in the area. There were MANY other options, most of them cheaper, but all they do is give you an eBook and you have to venture out by yourself. Don`t fall for that! Get a company like Harbor Financial Services that know what they`re doing.

Reply From Harbor Financial Services (HFS)

August 12, 2019

Ed, thank you!! We appreciate the good review and appreciate your kind words and most importantly your continued business. Thanks again, HFS.

Ordered their rush package - all done as promised

100% January 11, 2019 by JParnish
Verified Review

I hired Harbor to set up one of their offshore packages for me – actually the rush package. They did a good job and everything was delivered within the time frames as advertised. They set up an offshore company for me, and offshore trust, and offshore investment account and also an offshore bank account. The process was simple and streamlined and I am extremely happy with the result. Thanks HFS!

Reply From Harbor Financial Services (HFS)

January 11, 2019

Thank you! Glad we could help you out and we definitely appreciate your kind words! If you need anything don't hesitate to reach out to us.

These guys are great!

100% May 22, 2018 by RD1031

Sam and the entire team were wonderful to work with... I can say without hesitation that Sam went above and beyond what was expected. I would highly recommend HFS Offshore and believe you are in great hands and making a great choice by selecting this company to organize everything for you. Five Stars in my book!

Reply From Harbor Financial Services (HFS)

July 14, 2018

Thank you for the good review and kind words, we really appreciate it! We enjoyed working with you and appreciate you choosing Harbor to help you set up an offshore structure and banking. Thanks again!

Service came as advertised and beyond

100% February 28, 2018 by Chuck

Sam and Cortney, were prompt, helpful and professional throughout the process of dealing with my offshore banking needs. All matters, some minor were dealt with politely and accurately. The bank recommended responded quickly and efficiently. I recommend HFS highly without reservation. C.

Reply From Harbor Financial Services (HFS)

February 28, 2018

Thank you!! Thanks for the kinds words, they are very much appreciated and we also appreciate that you chose us to help you go offshore. Thanks again!

First time offshore

100% January 08, 2018 by Liz

We decided to set up an offshore trust and investment account, but had no idea where to begin. Fortunately, we found Harbor Financial and Sam Hall. He made the process incredibly easy, and is very professional and knowledgeable about the processes. He is always there to answer my many questions patiently and thoroughly, and his relationship with the banks made all of our business go smoothly. Using HFS was a great decision on our part, and I will absolutely continue to trust Sam with all of my future offshore needs.

Reply From Harbor Financial Services (HFS)

January 08, 2018

Thanks so much for the great review! We really appreciate it. You were delight to work with and we definitely appreciated your very pleasant and positive attitude. Again, thank you for the great review.

Solid Offshore Services

100% December 23, 2017 by Sailer89

I hired them to set up to offshore companies, one in Belize, one in the British Virgin Islands, and then offshore bank accounts and offshore investment accounts for both offshore companies. They did everything correctly and efficiently and kept me informed each step of the way. Their service was really good and the prices were very reasonable compared to their competitors.

Reply From Harbor Financial Services (HFS)

January 08, 2018

Thank you for the kind words. We enjoyed working with you and helping you set up offshore companies and accounts. If you need anything else we are happy to help. Thanks again! HFS

Definitely no regrets

88% August 19, 2017 by CornerForum

I have been with HFS for 2 years and I'm glad that I hired them to assist me with my offshore needs. They are very helpful, patient, hands on and decent professionals to work with. It is always easy to work and communicate with them. They are definitely my go-to company for my offshore needs.

Reply From Harbor Financial Services (HFS)

August 19, 2017

Eric, thank you very much for the positive review of HFS. You have been great to work with and we look forward to working with you for many years to come. Harbor Financial Services

Set Up an Offshore Banking Package

100% May 19, 2017 by Emma B
Verified Review

We used Harbor financial to set up an offshore package. Apparently it is what they do most of. They set us up with an offshore trust, an offshore company, an offshore bank account, an offshore gold and silver account and an offshore investment account. They were available from the beginning and answered our numerous questions – they even did to conference calls with my spouse and our attorney. That really helped us to be comfortable with the whole process. The time frames were exactly as expected, they had the first stage done in about two weeks and then the accounts took another couple of weeks. So we were absolutely thrilled, to say the least!!! We had an entire offshore set up done in less than a month. We were expecting months and months and months but they got it all done in less than one. So we were absolutely delighted with the work they did and there service and helping us set up an offshore company and an offshore account and an offshore trust and such.

Reply From Harbor Financial Services (HFS)

May 19, 2017

Emma, Thank you for the good review, we really appreciate. We very much enjoyed working with you to set up your complete offshore banking package and we look forward to having a great working relationship for many years. As we said before, please don't hesitate to contact us if you have any questions along the way or if we can continue to help at all. Thanks again. Harbor Financial Services

HFS services worth the investment

100% November 18, 2016 by Happy Customer

We had attempted to open offshore accounts on our own. The process is tedious and requires a lot of information and patience. It seemed we were not equal to the task, so we contacted Harbor Financial Services. They provided us information on the various options available to us, based on our income, citizenship and personal circumstances. They were extremely helpful corresponding with the bank we chose and helping us to complete all the required documentation. It still took some time to jump through all of the hoops however, the stress was taken out the process by Harbor Financial Services and their team. They are used to dealing with the banks, and due to that relationship, things go much more smoothly. I highly recommend that anyone looking to open offshore accounts, businesses or other offshore structures, make the investment and acquire the services of Harbor Financial Services. Thank you A happy customer.

Reply From Harbor Financial Services (HFS)

November 19, 2016

Thank you! Glad that we could help you get set up with an offshore company and offshore bank account. Thanks for choosing us to assist you in your offshore banking needs. Harbor Financial Services

Set up of off shore corporation

100% October 16, 2016 by Gr 2mmt

I did a great deal of research and selected HFS after a few direct phone conversations. HFS helped me set up a self directed IRA, which owns an off shore investment account, off shore company and an off shore bank account. Sam and his team are very knowledgeable, patient, courteous. I would use them again.

Reply From Harbor Financial Services (HFS)

October 16, 2016

Thank you for the kinds words. We are glad we were able to help you set up your offshore IRA. We have seen more and more clients wanting to take their existing IRA's and 401K's and move them to an offshore bank account or use them to make offshore investments. But many (maybe most) of our clients set up an offshore IRA so that they can make real estate investments abroad. Thanks again for your kind words and for choosing HFS to help you with your offshore banking needs. We look forward to working with you for a long time. Harbor Financial Services

HFS was great for offshore banking

99% October 14, 2016 by Globalnvestor
Verified Review

We engaged HFS to help us set up an offshore company, but really it was for the purpose of setting up offshore banking. We called and emailed them a few times before we decided to go forward. They were quick to get back to us and seemed very knowledgeable about setting up an offshore company and the offshore bank account. They walked us through different options - and ultimately this helped us feel comfortable with everything. So we decided to use their services. Everything went well. They took us through the process and answered our additional questions along the way. Overall we're very happy with the service we received. So if you need to set up an offshore company or offshore banking, we would recommend them.

Reply From Harbor Financial Services (HFS)

October 14, 2016

Thanks for the kind words. We're glad we could help you set up the offshore company and offshore banking that you wanted. As always, feel free to call or email us if you have any questions about the offshore company or offshore bank account we helped you with or if you need any additional offshore services. Harbor Financial Services

Expertise from experience

100% August 16, 2016 by IsraelSands

Harbor Financial has helped me set up a few BVI companies for my clients. Sam has always been generous with his time addressing all of my concerns and those of my clients, he is a great resource.

Reply From Harbor Financial Services (HFS)

August 16, 2016

Israel, Thank you for the kind words, we greatly appreciate it. It has been a pleasure working with you for several years. We look forward to many more! Harbor Financial Services

Great Experience working with experts.

100% July 29, 2016 by Mike
Verified Review

My wife and I worked with Sam Hall to create an offshore account that would enable us to purchase a condominium in Belize. We had never been involved with an offshore account, and had many questions and concerns. Sam answered them all; as well as educating us to how the processes worked and why. It was an enlightening experience. He also assisted us in opening a US approved bank account in Belize Additionally, Sam took us through the process of opening a precious metal to acquire and safely store physically allocated gold, silver, platinum and palladium in Switzerland, Hong Kong and a few other select international jurisdictions – and outside of the banking system. Harbor Financial Services has many offshore services. They are professional, prompt, and knowledgeable. I would highly recommend them should you need any offshore service.

Reply From Harbor Financial Services (HFS)

July 29, 2016

Mike, thank you so much for the kind words. We have thoroughly enjoyed working with you and helping you with all of your offshore incorporation and offshore banking needs. It has been a pleasures and we look forward to many more good years! Thanks again, Harbor Financial Services.

Worked on a professional basis with them.

88% May 16, 2016 by Berltat

Very Professional and extremely knowledgeable.

Reply From Harbor Financial Services (HFS)

July 29, 2016

Thank you! We appreciate the positive review of our offshore incorporation, offshore banking and offshore investment services. Harbor Financial Services.

Reputable Firm

100% May 04, 2016 by chris

I am client for several years and always have an excellent service from Sam. I highly recommend Sam for business, he is genius in offshore matters and reputable personality.

Reply From Harbor Financial Services (HFS)

May 04, 2016

Thanks Chris - we definitely appreciate clients such as yourself who have been with us for many years. Thank you! - Harbor Financial Services

All the solutions in one place + excellent service

100% April 19, 2016 by WorldCitizen

Harbor Financial Services is one of the best companies I have dealt with. Their site is very informative and you can find a turn-key solution that you can't find elsewhere (multiple entities offshore structure). The staff is very helpful and quick to respond. Their products is exactly what's described with no extra hidden fees. I bought the highest package and I feel that it was one of the best investments for my personal and professional purposes. I feel very confident doing business with HFS and specially Sam. It's good to know and experience that behind their website there are real people (very professional) and a real physical presence with an office in the US. (although I live outside of the US it's gives me peace of mind). Thank you HFS for making something so complex as an offshore structure so easy and affordable to me!

Reply From Harbor Financial Services (HFS)

April 21, 2016

You've been a great client and we really appreciate your kind words. We look forward to working with you for many years to come.

100% Guidance and great knowledge

100% April 02, 2016 by S1

From day 1 Sam has been outstanding at giving great service and guidance through the entire process of each step of the way, easy to reach any time I have a question, fast reply and always very helpful and friendly. I am very pleased and plan to set up more services very soon with them and have referred friends.

Reply From Harbor Financial Services (HFS)

April 04, 2016

Thank you! You've been a great client to work with we appreciate your business. HFS.

Great Experience

92% March 24, 2016 by Early1

I had HFS set up an offshore company, and offshore trust and offshore bank accounts. It all went well and i have no complaints. I was able to get them on the phone and ask a lot of questions ahead of time and that helped me get comfortable with the whole thing.

Reply From Harbor Financial Services (HFS)

March 24, 2016

Thanks! We appreciate the kind words and enjoyed working with you. HFS

Thank You.

100% March 10, 2016 by CAH

I would like to take this opportunity to express my appreciation to Sam Hall and Harbor Financial Services. Their expertise and knowledge in the financial market are exceptional. They quickly determine the best fit for your needs while ensuring you fully understand the options available to you. They are, hands down, an A-Plus company. I have and continue to recommend them to anyone in need.

Reply From Harbor Financial Services (HFS)

March 10, 2016

Wow! Thank you for the strong endorsement. HFS

Simple and Convenient

85% February 17, 2016 by Su5h5aa

Getting an offshore account opened through them was simple and done in a reasonable amount of time - and i didn't have to travel to get it opened.

Reply From Harbor Financial Services (HFS)

February 18, 2016

Thank you for the good review, we really appreciate it. We appreciate your business and please keep us in mind if you need any other offshore services. HFS