Horizon Financial Services, LLC is an independent fiduciary planning firm focused on transparency and putting the best interests of its clients first. Their team of experienced financial planners and family wealth counselors helps hundreds of individuals effectively manage their wealth and plan for retirement. Horizon Financial can help you do the same with their customized holistic plans, which include allocating your investments based on your individual needs and providing you with ongoing financial planning services, such as wealth management, retirement and income planning, tax minimization strategies, and legacy building. As part of their comprehensive financial planning process, they will collaborate with your tax planner, attorney, and other chosen professionals as well as your beneficiaries to help ensure a cohesive, long-lasting, and dynamic financial plan.
Horizon Financial Services, LLC, was established in 2011. Advisory services are offered through Horizon Financial Services, LLC, an SEC Registered Investment Advisor. Insurance products and services are offered through New Horizon Financial Services Inc., an affiliated company. Horizon Financial Services, LLC and New Horizon Financial Services Inc. are not affiliated with or endorsed by the Social Security Administration or any government agency.
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The information contained herein is not an offer to sell or a solicitation of an offer to buy the securities, products or services mentioned, and no offers or sales will be made in jurisdictions in which the offer or sale of these securities, products or services is not qualified or otherwise exempt from regulation.
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