Horizon Financial

Horizon Financial

Financial-Services

Traverse City, Michi...
United States
Company Tagline

Creating Solutions. Empowering People. Enhancing Lives.

Industry Category
Financial-Services
Company Description

Horizon Financial is dedicated to creating solutions, empowering people, and enhancing lives through comprehensive financial services. Serving northern Michigan for over 32 years, Horizon Financial provides expert financial planning and wealth management. With a commitment to personalized service and a high client-to-team member ratio, Horizon Financial ensures that each client receives the attention and guidance they deserve.

Located at 4020 Copper View, Suite 230, Traverse City, Michigan 49684, US, Horizon Financial specializes in independent investment advice, retirement planning, and offering second opinions on current financial plans. The firm's dedication to its clients is reflected in its exceptional 95% client retention rate, a testament to the trust and long-lasting relationships built with those they serve. Horizon Financial is deeply rooted in the community and committed to the financial well-being of its clients.

Horizon Financial is focused on delivering financial security and growth to its clients. Horizon Financial continues to be a trusted partner for individuals and families seeking to achieve their financial goals. We invite the manager of Horizon Financial to create a customized and exclusive company showcase and product listing on our platform to further highlight the exceptional services offered.

Horizon Financial se consacre à la création de solutions, à l'autonomisation des personnes et à l'amélioration des vies grâce à des services financiers complets. Au service du nord du Michigan depuis plus de 32 ans, Horizon Financial propose une planification financière experte et une gestion de patrimoine. Avec un engagement envers un service personnalisé et un ratio client/membre d'équipe élevé, Horizon Financial s'assure que chaque client reçoit l'attention et les conseils qu'il mérite.

Situé au 4020 Copper View, Suite 230, Traverse City, Michigan 49684, États-Unis, Horizon Financial se spécialise dans les conseils en investissement indépendants, la planification de la retraite et offre des deuxièmes opinions sur les plans financiers actuels. Le dévouement de l'entreprise envers ses clients se reflète dans son taux de fidélisation exceptionnel de 95 %, un témoignage de la confiance et des relations durables établies avec ceux qu'elle sert. Horizon Financial est profondément enracinée dans la communauté et s'engage pour le bien-être financier de ses clients.

H Horizon Financial se concentre sur la fourniture de sécurité financière et de croissance à ses clients. Horizon Financial continue d'être un partenaire de confiance pour les particuliers et les familles qui cherchent à atteindre leurs objectifs financiers. Nous invitons le responsable de Horizon Financial à créer une vitrine d'entreprise et une liste de produits personnalisées et exclusives sur notre plateforme afin de mettre davantage en évidence les services exceptionnels offerts.

Key Personnel / Employees
Jay Adams Claudia Rodriguez MBA CFP® AAMS® CPFA® CRPS® Sherree Stover

Compare Companies Side by Side

Compare Horizon Financial with 3 companies in Financial-Services

4 Companies
Comparison Field
Horizon Financial
Horizon Financial
Main Company
Evelyn Partners
Evelyn Partners
View Profile
Stockman of Montana
Stockman of Montana
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Provenance Wealth Advisors
Provenance Wealth Ad...
View Profile
Founded Year
1953 2000
Company Size
1,001-5,000 501-1,000 11-50
City
Traverse City, Michigan Miles City, MT Fort Lauderdale, Florida
Country
United States United States
Skills & Keywords Comparing with main company
9 Total Skills
Financial Planning Wealth Management Investment Advice Retirement Planning Financial Services Estate Planning Investment Management Second opinion on your current financial plan Independent Investment Advice
14 Total 2 Common 12 Unique
Match 22%
Common Skills:
Investment Management Wealth Management
Unique Skills:
Accountancy Charity Investment Management Corporate Finance Employee Benefits Family Office Services Forensic Services +6
14 Total 3 Common 11 Unique
Match 33%
Common Skills:
Financial Services Investment Management Wealth Management
Unique Skills:
Banking Commercial Banking Commercial Insurance Commercial Lending Insurance Mortgage Lending +5
8 Total 1 Common 7 Unique
Match 11%
Common Skills:
Estate Planning
Unique Skills:
Business & Business Succession Planning Charitable & Philanthropic Planning Employee Benefit Plans Insurance Planning Investment Planning Legacy Planning +1
4
Total Companies
1953
Oldest Founded
1
Countries
39
Unique Skills

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Alternative Company Names

This company is also known as

Horizon Financial 地平线金融 क्षितिज वित्तीय الأفق المالي Горизонт Финанс