EAST HORIZON INVESTMENTS

How does the advisor help clients – Key Takeaways:

EAST HORIZON INVESTMENTS is dedicated to helping clients achieve their financial goals through expert advice and personalized financial solutions. They offer a wide range of financial services and cater to various types of clients. Here are some key takeaways about how they can help you:

• Acting as a financial expert – EAST HORIZON INVESTMENTS is a team of highly qualified financial advisors who are experts in their field. They stay up to date with the latest market trends and have a deep understanding of the financial industry, allowing them to provide clients with sound financial advice.
• Creating personalized financial plans – Each client has unique financial goals and needs. EAST HORIZON INVESTMENTS takes the time to understand each client’s situation and create a personalized financial plan tailored to their specific goals.
• Implementing investment strategies – With their extensive knowledge and experience, EAST HORIZON INVESTMENTS can help clients implement successful investment strategies to grow their wealth, whether it’s for short-term gains or long-term objectives.
• Offering ongoing support – The team at EAST HORIZON INVESTMENTS is dedicated to providing continuous support and guidance to clients. They monitor their progress and make necessary adjustments to ensure they stay on track towards their financial goals.

Facts and Insights

EAST HORIZON INVESTMENTS has been in the financial industry for over a decade, making a name for themselves as a trusted and reliable advisory firm. Here are some facts and insights about their services:

• The team at EAST HORIZON INVESTMENTS has over 50 years of combined experience in the financial industry, providing them with a wealth of knowledge and expertise.
• Their advisors hold various certifications and designations, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA), demonstrating their commitment to excellence and continuous education.
• EAST HORIZON INVESTMENTS has a strong focus on ethical and transparent practices, ensuring that clients’ best interests are always a top priority.

Assets Under Management, Number of Advisors and Time in Business:

Financial Services Offered

EAST HORIZON INVESTMENTS offers a comprehensive range of financial services to help clients achieve their financial goals. Some of the services they provide include:

• Retirement planning
• Wealth management
• Tax planning
• Estate planning
• Investment management
• Insurance planning
• College planning

Client Types

EAST HORIZON INVESTMENTS caters to a diverse range of clients, including:

• Individuals and families
• Small business owners
• High-net-worth individuals
• Retirees

Fees & Compensation

At EAST HORIZON INVESTMENTS, fees are based on a percentage of assets under management, ensuring that their goals are aligned with their clients’ goals. They may also charge a flat fee for certain services. The firm is transparent about their fees and will always discuss this with clients before entering into any agreement.

Background

EAST HORIZON INVESTMENTS was founded in 2008 by a team of passionate and knowledgeable financial advisors. Their goal was to provide clients with objective and personalized financial advice, free from any conflicts of interest. Today, they continue to uphold this principle and have built a strong reputation in the industry.

Financial Advisor Disclosures to Know

As a financial advisor, EAST HORIZON INVESTMENTS is dedicated to providing clients with ethical and transparent services. However, there are a few important disclosures that clients should be aware of:

• The firm has a potential conflict of interest as they may receive compensation from certain third-party companies for recommending their products.
• EAST HORIZON INVESTMENTS has no record of any regulatory or legal actions, ensuring their clients that they are in good standing.