At Horizon Financial, we are woman owned business serving northern Michigan for over 29 years. We offer comprehensive financial planning and wealth management with a CFP and an MBA on staff. We were born and raised here. Our staff to can provide more in-depth service with our client-to-team member ratio is 35:1. We have a 95% client retention rate. Clients tend to stay with us and refer us to others. This communication is strictly intended for individuals residing in the states of: AK,AZ,FL,MD,MI,IL. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. CERTIFIED FINANCIAL PLANNER™ Professional Accredited Investment Fiduciary® Securities & Advisory Services offered through: Commonwealth Financial Network. Member FINRA (www.FINRA.org) & SIPC (www.SIPC.org). A Registed Investment Adviser. Horizon Financial is located at 4020 Copperview Suite 230, Traverse City, MI 49684 231-941-6669 or at hollyg@cfnmail.com. Review our terms of Use: www.commonwealth.com/termsofuse.html
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The widely used Horizon Financial email format is {first_initial}{last}@horizonfinancialtc.com (e.g. jsmith@horizonfinancialtc.com), which is used 75.00% of the time.
| Horizon Financial Email Formats | Example Email Formats | Adoption |
|---|---|---|
| {first_initial}{last} | jsmith@horizonfinancialtc.com |
75.00%
|
| Other formats | — |
25%
|
Adoption = share of company emails using each format — not a verification or accuracy score.
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What is Horizon Financial email format?
The widely used Horizon Financial email format is {first_initial}{last} (e.g. jsmith@horizonfinancialtc.com) with 75.00% adoption across the company.
What is Horizon Financial customer service number?
To contact Horizon Financial customer service number in your country click here to find.
Who is the CEO of Horizon Financial?
Hal Klein is the CEO of Horizon Financial.
Who are the decision makers in Horizon Financial?
The decision makers in Horizon Financial are Holly Gallagher, Mark Turnbull, Chris M Bigelow, etc. Click to Find Horizon Financial decision makers emails.
What services does Horizon Financial offer?
Horizon Financial provides a range of services including comprehensive financial planning, retirement planning, independent investment advice, and second opinions on existing financial plans. Our team, led by experienced professionals with a CFP and an MBA, focuses on tailoring strategies to meet the unique needs of each client.
How can I benefit from a second opinion on my current financial plan?
Getting a second opinion on your financial plan can provide you with valuable insights and reassurance about your investment strategies and retirement goals. At Horizon Financial, we analyze your current plan to identify potential gaps, risks, or opportunities for improvement, ensuring you are on the right path to achieving your financial objectives.
What is the importance of retirement planning?
Retirement planning is crucial for ensuring financial security in your later years. It involves setting clear goals, assessing your current financial situation, and developing a strategy to accumulate the necessary resources. At Horizon Financial, we help clients create personalized retirement plans that consider factors such as lifestyle, healthcare costs, and potential income sources.
Who can benefit from Horizon Financial's services?
Our services are designed for individuals and families in northern Michigan who are looking for expert guidance in financial planning and wealth management. Whether you are just starting your career, approaching retirement, or anywhere in between, we can help you navigate your financial journey with confidence.
What makes Horizon Financial different from other financial advisors?
Horizon Financial stands out as a woman-owned business with over 29 years of experience in the industry. Our personalized approach to financial planning, combined with our commitment to independent investment advice, ensures that our clients receive unbiased recommendations tailored to their specific needs and goals.
How do I get started with Horizon Financial?
Getting started with Horizon Financial is simple. You can reach out to us through our website or give us a call to schedule an initial consultation. During this meeting, we will discuss your financial goals, assess your current situation, and outline how our services can help you achieve your objectives.
