Horizon Financial
Business hours
| 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 |
| Saturday | - |
| Sunday | - |
About us
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.
Financial planner in Garfield Township, Michigan
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| Services | Wealth Consulting, Wealth Management, Financial planning, Investment advising, Advanced Planning, Insurance Planning, Portfolio Services, Retirement PLans, Social Security, Tax Planning, Wealth Advisor, Investment Management, Asset Allocation, Insurance Review, Education savings consulting, Estate planning, Insurance purchase consulting, Retirement savings consulting |
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