Creating Solutions. Empowering People. Enhancing Lives.
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.
Compare Horizon Financial with 3 companies in Financial-Services
| Comparison Field |
Horizon FinancialMain Company |
Evelyn PartnersView Profile |
Stockman of MontanaView Profile |
Provenance Wealth Ad...View Profile |
|---|---|---|---|---|
|
Founded Year
|
— | 1953 | 2000 | |
|
Company Size
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— | 1,001-5,000 | 501-1,000 | 11-50 |
|
City
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Traverse City, Michigan | Miles City, MT | Fort Lauderdale, Florida | |
|
Country
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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
|
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