Wealth Management

There are many important financial decisions that must be made throughout life, and HarborOne Investment Services is here to help. Whether you are a newly married couple, parents planning for a child’s education, planning for retirement or someone facing an unexpected job change, a HarborOne Investment Services advisor can help you work toward your financial goals.

Our advisors can assist you with:

  • Estate Conservation
  • Insurance Planning
  • Investment Planning
  • 401(k) Planning
  • Business Planning
  • Retirement Planning
  • Education Funding

Whether your individual needs are large or small, contact a HarborOne Investment Services advisor today to schedule a no-cost, no-obligation appointment.

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Meet Your Financial Advisor

Mark F. Helfrich, Financial Advisor

Mark F. Helfrich
Financial Advisor

Helping you work toward your financial goals, by carefully developing a plan that aligns with your specific needs, experience and time horizon, is an honor and my highest priority. Working together, we will create a customized plan focused on your key financial goals. These goals often include:

  1. Wealth accumulation during your working years
  2. Security and independence in your retirement
  3. The transfer of assets in the most advantageous manner

Regardless of where you are in life, I have the tools and financial products that, along with your collaboration, we can combine into an appropriate assessment for you. It's easy to get started. Please contact me for a no-cost, no-obligation initial consultation.

Professional Services

  • Wealth Preservation
  • Investment Management for Seniors
  • Retirement Planning
  • Insurance Planning
  • Long Term Care Insurance
  • Wealth Management
  • Personal Financial Assessments
  • Retirement Income Planning
  • Education Funding

Call Me: 508-895-1414 Email Me

LPL Financial Form CRS

The financial professionals at HarborOne Investment Services are financial advisors with, and securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates.

HarborOne Bank and HarborOne Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using HarborOne Investment Services and may also be employees of HarborOne Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, HarborOne Bank or HarborOne Investment Services. Securities and insurance offered through LPL or its affiliates are:

Not Insured by FDIC or DIF or any other government agency.
Not Bank Guaranteed.
Not Bank Deposits or Obligations.
May Lose Value.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly licensed. No offers may be made or accepted from any resident of any other state.