Horizon Financial Services, LLC - Winston-Salem, North Carolina

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Horizon Financial Services, LLC: A Detailed Overview

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For individuals and families seeking expert guidance in navigating the complexities of personal finance, Horizon Financial Services, LLC presents itself as a dedicated financial planner. Located at 3880 Vest Mill Rd #100, Winston-Salem, NC 27103, and reachable at 66597060, Horizon Financial Services is committed to providing tailored financial strategies to meet diverse client needs. Their website, horizonfs.com, serves as a central hub for information and resources. Currently, the company maintains 0 reviews on Google My Business, reflecting a nascent online presence, but the service they offer is undoubtedly focused on building strong, long-term client relationships.

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Company Profile and Specialties

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Horizon Financial Services, LLC specializes in comprehensive financial planning services. This encompasses a wide range of offerings, designed to help clients achieve their short-term and long-term financial goals. These services generally include retirement planning, investment management, estate planning, education funding, and insurance needs analysis. The firm takes a holistic approach, recognizing that financial well-being is intricately linked to various aspects of a client’s life. They emphasize a collaborative process, working closely with clients to understand their unique circumstances, risk tolerance, and aspirations. The firm’s core philosophy centers on providing objective, unbiased advice, always prioritizing the client’s best interests.

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Location and Accessibility

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The physical location of Horizon Financial Services at 3880 Vest Mill Rd #100 in Winston-Salem, North Carolina, provides a convenient and accessible point of contact for clients. The office is designed with accessibility in mind. Specifically, the facility boasts a wheelchair accessible entrance, a wheelchair accessible parking lot, and a wheelchair accessible restroom. This commitment to inclusivity demonstrates a dedication to serving clients with diverse needs. Furthermore, the firm understands the value of convenience, and appointments are recommended to ensure dedicated attention and personalized service. This proactive approach helps manage client expectations and optimizes the planning process.

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Key Features and Services Breakdown

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• Retirement Planning: Developing strategies for maximizing retirement savings and ensuring a comfortable retirement income.

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• Investment Management: Creating and managing investment portfolios aligned with client risk profiles and financial goals.

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• Estate Planning: Assisting clients in establishing comprehensive estate plans to protect their assets and ensure their wishes are carried out.

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• Education Funding: Providing guidance on college savings plans, scholarships, and financial aid options.

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• Insurance Analysis: Evaluating insurance needs to provide appropriate coverage for individuals and families.

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Horizon Financial Services acknowledges the importance of ongoing support and regularly reviews client plans to adapt to changing circumstances and market conditions. They believe in fostering a transparent and trustworthy relationship built on open communication and mutual respect.

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Client Feedback and Reputation

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Currently, Horizon Financial Services has limited public feedback, with 0 reviews on Google My Business. This suggests the company is relatively new to online review platforms or focused on building its reputation through direct client relationships. However, the average opinion, at 0/5, underscores the need for the firm to actively solicit and respond to client feedback. Building a strong online presence and demonstrating a commitment to client satisfaction will be crucial for future growth and success. The lack of reviews doesn’t necessarily indicate a poor service; it simply reflects a nascent stage in the company’s journey.

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Contact Information and Resources

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For inquiries or to schedule an appointment, prospective clients can contact Horizon Financial Services at 66597060 or visit their website at horizonfs.com. The company’s address is 3880 Vest Mill Rd #100, Winston-Salem, NC 27103. They are dedicated to providing a seamless and professional experience for all clients. The website offers valuable resources, including articles, calculators, and educational materials related to financial planning.

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