关于我们
At Horizon Wealth Strategies, our mission is to be known for our expertise in holistic financial planning and for genuinely caring about our clients' well-being. Nothing is more important to us than working on our clients' behalf; and you won’t find anyone outside of your immediate family who cares more about your family’s financial well-being than we do. -- Mark D. Olson, Irene Stolte (CA Insurance License #OK06296), Michael Ferrara, Paul C Debiasse and Matt Kennedy are agents collectively licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent insurance companies in the states of CO, CT, FL, GA, MA, MD, ME, MS, NC, NH, NJ, NY, PA, SC, TX, WV, VA. Mark D. Olson, Irene Stolte, Michael Ferrara, Paul C Debiasse and Matt Kennedy are Financial Advisors collectively offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser, in the states of CO, CT, FL, MA, MS, NC, NH, NJ, NM, NY, PA, SC, TX. As such, these services are strictly intended for individuals residing in the states referenced. Mark D. Olson, Irene Stolte, Michael Ferrara, Paul C Debiasse and Matt Kennedy are Registered Representatives collectively of and offer securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency. In this regard, this communication is strictly intended for individuals residing in the states of CO, CT, FL, MA, MD, MS, NC, NH, NJ, NY, PA, SC, TX. Horizon Wealth Strategies LLC is not owned or operated by NYLIFE Securities LLC or its affiliates. Neither Horizon Wealth Strategies LLC and it's employees nor Eagle Strategies LLC or its advisors or affiliates provide tax, legal or accounting advice. Please consult your own tax, legal or accounting professional regarding your particular situation. I am not licensed in all jurisdictions.
- 网站
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https://HorizonWealthStrategies.com
Horizon Wealth Strategies, LLC的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Somerville，New Jersey
- 类型
- 自有
- 创立
- 2013
地点
Horizon Wealth Strategies, LLC员工
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Matthew Kennedy
Financial Adviser at Horizon Wealth Strategies, helping individuals, families & businesses reach their financial goals.
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Michael A. Ferrara, CFP?, LUTCF?
Financial Planner at Horizon Wealth Strategies, Assisting Clients in Making Sound Financial Decisions
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Mark D. Olson, CFP?, MSFS, CLU?, ChFC?
Founder of Horizon Wealth Strategies, Helping Individuals & Business Owners Achieve Financial Goals Since 1989
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Anabeth Carl
? Creative Design ? Management ? Operations ? Sales
动态
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#MondayMotivation: "I learned the value of hard work by working hard." - Margaret Mead
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Take a look at this article about how financial advisors can help with estate planning…
How Financial Advisors Can Help With Estate Planning
social-www.forbes.com
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#MondayMotivation: "It’s okay to struggle, but it’s not okay to give up on yourself or your dreams." Gabe Grunewald
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Here are some tips that could help save you money if taken before the end of the year…
Need a new tax strategy? These money-saving tips taken by Dec 31 may help pad your pockets
usatoday.com
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Getting trademark protection for your business name, logo or slogans is an important way to protect your work. Read this article for some tips.
Registering a Trademark
legalzoom.com
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#MondayMotivation: "I know the price of success: dedication, hard work and an unremitting devotion to the things you want to see happen." - Frank Lloyd Wright