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Our Mission

How We Work

Horizon Financial is a broadly diversified financial services company formed for the purpose of achieving one key mission—helping people!

Our mission is two-fold:

  • We will provide excellent advice and service to our clients as they work with our team to plan for their financial future and wealth transfer.
  • We will provide excellent training so that our advisors have up-to-date knowledge on concepts, regulation and products for the benefit of the client.

Our primary business objective is to be the financial services provider of choice in every community we serve by demonstrating a level of ethics, competency and professionalism that will set us apart from all our competitors and promote change for the better in our industry, for our customers and in the communities we serve.

One of our primary goals is to develop a long-term, trusting relationship with you.

Our Process

Our Process

We create strategies that are tailored to your needs and goals.

Our History

Our History

Years of experience have prepared us to guide you through your life transitions.

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