4020 Copper Vw, STE 230, Traverse City, Michigan, 49684
(231) 941-6669
Financial planner in Garfield Township, Michigan
Finance & Insurance > Financial Planning & Investments
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.
Monday:
8:00am
to 4:30pm
Tuesday:
8:00am
to 4:30pm
Wednesday:
8:00am
to 4:30pm
Thursday:
8:00am
to 4:30pm
Friday:
8:00am
to 12:30pm
Services: Wealth consulting, Wealth Management, Financial planning, Investment advising, Advanced Planning, Insurance Planning, Portfolio Services, Retirement PLans, Social Security, Tax Planning, Wealth Advisor
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