关于我们
Horizon Wealth Management understands that wealth management is a lifelong process. Regardless of the financial stage of life you are in, we are here for you. As an independent firm, we specialize in creating investment strategies designed around you and your family's specific needs. We will provide you objective and unbiased guidance. Horizon Team: Gary Smith, CFP? - Leslie Hornback, CDFA?,PPC? - Andrew Atchison, RICP? - Sandy McLeod, LPL Registered Sales Assistant The LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of the following states: AL, AZ, CA, FL, GA, IL, IN, KY, MN, MO, NE, NJ, OH, PA, SC, TN, TX, VA, WA Financial Planning offered through Horizon Wealth Management, LLC, a Registered Investment Advisor and a separate entity from LPL Financial. Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor, Member SIPC, www.sipc.org. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
- 网站
-
https://www.horizonwealth.com
Horizon Wealth Management, LLC的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- New Albany，IN
- 类型
- 私人持股
- 创立
- 1999
- 领域
- Financial Planning、Individual and Company Retirement Plans、Insurance and Estate Planning、Investment Management、Foundation Asset Management和Trust Services