Horizon Financial

Name: Horizon Financial
Address: 4020 Copper Vw STE 230, Traverse City, MI, 49684, US
Telephone: (231)941-6669

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(231)941-6669verified

4020 Copper Vw STE 230
Traverse City MI, 49684

CLOSED NOW 8:00 am-12:30 pm

Sun	closed
Mon	8:00 am-4:30 pm
Tue	8:00 am-4:30 pm
Wed	8:00 am-4:30 pm
Thu	8:00 am-4:30 pm
Fri	8:00 am-12:30 pm
Sat	closed

4020 Copper Vw STE 230, Traverse City MI, 49684

(231)941-6669

www.horizonfinancialtc.com/

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About Horizon Financial

Experience locally rooted financial professionals at Horizon Financial in Traverse City, MI. We are a woman-owned business guiding individuals and families in northern Michigan towards financial stability and success for over three decades. With a 95% client retention rate, our proven approach to comprehensive financial planning and wealth management has earned us the trust of our community. Our team of experts, led by a Certified Financial Planner (CFP) and an MBA, provides personalized attention and tailored strategies to help you achieve your financial goals. Whether you're seeking retirement planning, investment guidance, or comprehensive financial planning, Horizon Financial is your partner for a secure and prosperous future.

Services:

Wealth consulting

Wealth Management

Financial planning

Investment advising

Advanced Planning

Insurance Planning

Portfolio Services

Retirement PLans

Social Security

Tax Planning

Wealth Advisor

Horizon Financial, financial planner, listed under "Financial Planners" category, is located at 4020 Copper Vw STE 230 Traverse City MI, 49684 and can be reached by 2319416669 phone number. Horizon Financial has currently no reviews.

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346.16 mi away 47 minutes by plane

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Frequently Asked Questions about Horizon Financial

Is Horizon Financial open on Sunday or Saturday?

Horizon Financial is closed on Sunday and Saturday.
Horizon Financial is open Mon-Thu 8:00 AM-4:30 PM, Fri 8:00 AM-12:30 PM.

What does ongoing asset allocation and investment management involve?

This service evaluates your risk tolerance, researches optimal investment options, provides recommendations, implements a strategy for your investments, and continuously monitors and reports on investment results to ensure alignment with your financial goals.

What is wealth consulting, and how does it work at Horizon Financial?

Wealth consulting is the core service we offer, designed to provide you with a clear financial roadmap to success, regardless of your current financial situation or asset level. It involves three meetings focused on education and guidance, covering insurance coverage review, estate planning, investment analysis, and more. A one-time fee of $2,500 is associated with this service.

Horizon Financial - Traverse City, MI 49684 - (231)941-6669 | ShowMeLocal.com

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