Horizon Financial Services, LLC

General Information

Company Name

Founded Year

2001

Location (Offices)

United States +1

Founders / Decision Makers

Number of Employees

Industries

Financial Services, Wealth Management

Funding Stage

Social Media

Horizon Financial Services, LLC - Company Profile

Horizon Financial Services, LLC is an independent fiduciary advisory firm with a focus on transparency and prioritizing the best interests of its clients. The company provides comprehensive financial planning guidance and is registered with the SEC as an Investment Advisor. Additionally, it offers insurance products and services through its affiliated company, New Horizon Financial Services, Inc. Founded in 2001, Horizon Financial Services, LLC operates within the Financial Services and Wealth Management industries.

It's worth noting that the company is not affiliated with the Social Security Administration or any government agency. Moreover, due to federal regulations, the firm does not display comments as they are considered testimonials, which are prohibited by the SEC. The company emphasizes that engagements such as clicking the Like button or sharing their posts do not constitute testimonials or endorsements.

Taxonomy: Fiduciary Advisory Firm, Financial Planning, SEC Registered Investment Advisor, Insurance Products, Retirement Planning, Comprehensive Financial Analysis, IRA & Roth Planning, Life Insurance/Annuities, Family Legacy Planning, Income Planning, Tax Planning