Horizon Financial Services, LLC
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 2:00pm |
| Saturday | Closed |
| Sunday | Closed |
About us
Horizon Financial Services LLC is an independent fiduciary financial advisory firm in Winston-Salem, NC.
Are you planning to retire in the next five years? Have you reached retirement and find yourself asking, “now what?” Do you feel overwhelmed with managing your retirement savings? You worked hard to build your wealth, now let us help you protect, grow and manage what you’ve saved. We believe no size fits all so our approach to financial planning takes into consideration your level of risk, tax strategies that can benefit your unique situation, and your desires for building a legacy.
We are focused on transparency and putting your best interests first while providing you with in-depth and comprehensive financial planning guidance.
| Year established | 2011 |
| Tags | financial planning,estate planning,Tax Minimization Strategies,legacy planning |
| Services | Advisory Services,Asset Allocation,Asset Management,Charitable Gifting,Charitable Giving Plan,Comprehensive Financial Planning,Estate Planning,Estate Planning Basics,Fiduciary Advisors,Fiduciary Advisory,Fiduciary Planning,Financial Analysis,Financial Objectives,Financial Planning Process,Financial Planning Strategies,Financial Review,Financial Roadmap,Form Crs,Fraud Protection,Insurance Options,Investment Advice,Investment Options,Investment Services,Investment Strategy,Legacy Building,Legacy Planning,Legal Advice,Life Insurance,Management Retirement,Medicare Supplements,Ongoing Financial Planning,Protection Insurance,Registered Investment Advisor,Retirement & Income Planning,Retirement Account,Retirement Accounts,Retirement Planning,Retirement Planning Strategies,Risk Assessment,Risk Management,Roth Conversions,Strategic Tax Planning,Tax Advisors,Tax Documents,Tax Filing,Tax Law Changes,Tax Loss Harvesting,Tax Minimization Strategies,Tax Planning,Wealth Management,Estate planning,Financial planning,Insurance purchase consulting,Investment advising,Retirement savings consulting,Tax planning,Wealth management |