Horizon Financial Services, LLC is a leading financial services firm that specializes in providing customized solutions for clients’ wealth management needs. With a team of experienced financial advisors and a commitment to providing unparalleled service, Horizon Financial Services, LLC has built a reputation as a trusted advisor for clients seeking financial guidance.
How the Advisor Helps Clients – Key Takeaways:
Horizon Financial Services, LLC takes a holistic approach to financial planning, working closely with clients to understand their unique goals, preferences, and risk tolerance. Using a comprehensive and personalized approach, they help clients build and protect their wealth through a variety of strategies and services.
Facts and Insights:
Here are some insights and important facts about Horizon Financial Services, LLC:
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Financial Services Offered:
Horizon Financial Services, LLC offers a range of financial services to help clients achieve their financial goals. Some of the key services provided by the firm include:
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance Planning
Client Types:
Horizon Financial Services, LLC serves a diverse range of clients, including:
- High net worth individuals
- Families and individuals
- Business owners
- Retirees
- Professionals
Fees & Compensation:
Horizon Financial Services, LLC believes in transparency and works on a fee-based compensation structure, which means that the firm is compensated through a percentage of assets under management. This structure aligns the interests of the firm with those of its clients, ensuring that the firm’s success is tied to the success of its clients’ portfolios.
Background:
Horizon Financial Services, LLC has been in business for over 20 years, providing clients with expert financial guidance and planning. The firm is headquartered in New York and has a team of dedicated financial advisors who are committed to helping clients achieve their financial goals.
Financial Advisor Disclosures to Know:
Clients of Horizon Financial Services, LLC can rest assured that they are working with a reputable and trustworthy firm. The firm has a clean disciplinary record, meaning that they have not faced any legal or regulatory issues in the past. Additionally, all of the firm’s advisors are properly licensed and registered to provide financial services.