About

Horizon Financial Services, LLC is a local independent fiduciary planning firm focused on transparency and putting its client’s best interests first. Their team of experienced financial planners and family wealth counselors helps individuals effectively manage their wealth and also plan for retirement. Horizon Financial provides a comprehensive approach to planning, which includes wealth management, retirement and income planning, tax minimization strategies and legacy building.

Advisory services are offered through Horizon Financial Services, LLC, an SEC Registered Investment Advisor. Insurance products and services are offered through New Horizon Financial Services Inc., an affiliated company. Horizon Financial Services, LLC and New Horizon Financial Services Inc. are not affiliated with or endorsed by the Social Security Administration or any government agency.