About HORIZON FINANCIAL GROUP, INC.
HORIZON FINANCIAL GROUP, INC. is a reputable financial advisory firm that provides expert guidance and personalized financial strategies to individuals and businesses. With a team of highly knowledgeable advisors, they are able to help clients achieve their financial goals and secure their financial future.
How does the advisor help clients – Key Takeaways:
The advisors at HORIZON FINANCIAL GROUP, INC. pride themselves on being financial experts and providing top-notch services to their clients. Some of the key takeaways that set them apart include:
- Expert guidance: HORIZON FINANCIAL GROUP, INC. brings years of experience and financial expertise to the table, helping clients make informed decisions about their money.
- Personalized strategies: No two clients are the same, which is why HORIZON FINANCIAL GROUP, INC. creates tailored financial strategies to meet the individual needs and goals of each client.
- Comprehensive services: From financial planning and investment management to retirement planning and insurance planning, HORIZON FINANCIAL GROUP, INC. offers a wide range of financial services to cater to all aspects of a client’s financial life.
Facts and Insights:
To get a better understanding of HORIZON FINANCIAL GROUP, INC.’s reach and success, take a look at some of the following facts and insights:
- Assets Under Management: According to their most recent SEC filing in 2020, HORIZON FINANCIAL GROUP, INC. has approximately $500 million in assets under management.
- Number of Advisors: HORIZON FINANCIAL GROUP, INC. has a team of 10 highly experienced and knowledgeable financial advisors, each with their own specialized areas of expertise.
- Time in Business: HORIZON FINANCIAL GROUP, INC. was founded in 1996, giving them over 25 years of experience in the financial industry.
Financial Services Offered:
HORIZON FINANCIAL GROUP, INC. offers a comprehensive range of financial services to help clients achieve their financial goals. These services include:
- Financial planning and investment management
- Retirement planning
- Insurance planning
- Estate planning
- Tax planning
- Business planning
- Education planning
Client Types:
HORIZON FINANCIAL GROUP, INC. caters to a diverse range of clients, including:
- Individuals
- Families
- Businesses
- High-net-worth individuals
- Retirees
Fees & Compensation:
HORIZON FINANCIAL GROUP, INC. charges fees for their services, which are typically based on a percentage of assets under management. However, the exact fees may vary depending on the services provided and the size of the client’s portfolio.
Background:
HORIZON FINANCIAL GROUP, INC. was founded in 1996 by financial experts with a passion for helping clients achieve their financial goals. Over the years, the firm has grown in size and reputation, establishing itself as a trusted and reliable advisor in the financial industry.
Financial Advisor Disclosures to Know:
As a registered investment advisor, HORIZON FINANCIAL GROUP, INC. has a fiduciary duty to act in the best interests of their clients. They also prioritize transparency and aim to disclose any potential conflicts of interest to their clients, including any affiliations or partnerships that may influence their recommendations.