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Financial & Insurance
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At Harte Global Financial, we are dedicated to helping retail investors build secure and fulfilling financial futures. With a focus on comprehensive retirement planning, our team combines personalized strategies and forward-thinking solutions to ensure your long-term goals are met with confidence.

Our approach goes beyond traditional wealth management. Through our flagship podcast, "Investors Coffee Shop", we explore unique and alternative investment opportunities, offering valuable insights into areas outside of traditional stocks and bonds. From real estate to collectibles, our episodes provide innovative ideas to diversify portfolios and grow wealth.

We also believe in fostering financial literacy for the next generation. Our children's book series, "Oliver and Felix's Frugal Adventure", introduces young readers to essential money management concepts in a fun and engaging way, setting the stage for lifelong financial empowerment.

At Harte Global Financial, your success is our priority. Let us guide you on the path to financial independence and generational wealth.


I really enjoy helping individuals, families and businesses with their Life Insurance, Investment, Retirement, and Long Term Care needs. Please let me know if I can answer your questions, review your financial programs, or if you want a second opinion. I also speakk Spanish.  

  • Insurance
  • Investments
  • Retirement

At Spectra Credit Union, their team's strength not only comes from their diversity, but their vision to provide high-quality financial services and education to help their members, communities, and employees reach their full potential. As a strong $500 million financial institution, Spectra Credit Union continues to focus on delivering innovative service-oriented solutions that enable their members to live financially strong lives. 

 
  • Courtney Gray, Marketing and Business Develop Manager; cgray@spectracu.com

Serving the community with diverse finanical needs since 1988. Check cashing, cell phones, and pre-paid products available.

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