Horizon Financial | Wealth Management

Services Offered

• retirement planning
• investment guidance
• comprehensive financial planning

About

Horizon Financial is a wealth management firm based in Traverse City, Michigan, dedicated to guiding individuals and families towards financial stability and success. With over three decades of experience, the firm offers a range of services including retirement planning, investment guidance, and comprehensive financial planning. Led by a Certified Financial Planner (CFP) and an MBA, their team provides personalized attention and tailored strategies to meet clients' financial goals. Horizon Financial serves the northern Michigan community, emphasizing a client-centric approach with a high retention rate.

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