Horizon Advisers - Farmington (CPA Headquarters)

Category: Financial planner

Address: 34034 Eight Mile Rd #102, Farmington, MI 48335, USA

Phone: +12484730030

Opening hours

Sunday: Closed

Monday: 9AM–5PM

Tuesday: 9AM–5PM

Wednesday: 9AM–5PM

Thursday: 9AM–5PM

Friday: 9AM–5PM

Saturday: Closed

Reviews

J Klipa

Jan 15, 2021

Andrew and Ryan are great to work with...! Always going the extra mile to make sure we're on the right track to my goals... I could not be happier...! Very knowledgeable and professional...

greg carn

Sep 29, 2020

Lori Oancea did a great job helping me set up my estate planning! I highly recommend her.

ryan kus

Sep 28, 2020

Mark Merski has been doing my business and personal return for a few years now. He gets it done in a timely manner and provides timely advice.

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Questions & Answers

What are the fees associated with Horizon Advisers services?

Horizon Advisers - Farmington (CPA Headquarters) | Nov 3, 2020
Horizon Advisers - Farmington (CPA Headquarters) | Nov 3, 2020

Fees depend on the service being provided. Please contact us directly if you have any questions regarding the fees for one of our services.

What other services does Horizon Advisers offer other than financial planning?

Horizon Advisers - Farmington (CPA Headquarters) | Nov 3, 2020
Horizon Advisers - Farmington (CPA Headquarters) | Nov 3, 2020

Horizon Advisers services corporate retirement plans such as 401(k), 403(b), Simple IRA, etc. Horizon Advisers also has a team of CPAs that can provide tax services. Finally, we have a professional network of estate planning attorneys, group benefits, P&C insurance, and more.

What products does Horizon Advisers offer?

Horizon Advisers - Farmington (CPA Headquarters) | Nov 3, 2020
Horizon Advisers - Farmington (CPA Headquarters) | Nov 3, 2020

We focus on tailoring a plan specifically for you, rather than focusing on products. However, when necessary, we do offer annuities, insurance, REITs, and other financial products.

How is Horizon Advisers different than other investment firms?

Horizon Advisers - Farmington (CPA Headquarters) | Nov 3, 2020
Horizon Advisers - Farmington (CPA Headquarters) | Nov 3, 2020

We are different because of our incredible service and financial planning. We do not just serve you by wealth management, but also with true holistic planning: tax, estate and financial.

Do Horizon Advisers financial planners work in a fiduciary capacity?

Horizon Advisers - Farmington (CPA Headquarters) | Nov 3, 2020
Horizon Advisers - Farmington (CPA Headquarters) | Nov 3, 2020

Yes, we are fiduciaries and hold that responsibility when working with our clients.

Does Horizon Advisers provide educational seminars or presentations?

Horizon Advisers - Farmington (CPA Headquarters) | Nov 3, 2020
Horizon Advisers - Farmington (CPA Headquarters) | Nov 3, 2020

Yes, we are extremely focused on educating the public on current financial topics. Please see our website for more information: www.horizonadviser.com/education

Does Horizon Advisers work with people out of the state of Michigan?

Horizon Advisers - Farmington (CPA Headquarters) | Nov 3, 2020
Horizon Advisers - Farmington (CPA Headquarters) | Nov 3, 2020

Yes, we have many clients that live outside of Michigan. Through technology, we can accomplish everything we need to provide our exceptional service.

Does Horizon Advisers hold virtual meetings?

Horizon Advisers - Farmington (CPA Headquarters) | Nov 3, 2020
Horizon Advisers - Farmington (CPA Headquarters) | Nov 3, 2020

Yes, we can hold virtual meetings through Zoom and do so frequently.

Who is Horizon Advisers?

Horizon Advisers - Farmington (CPA Headquarters) | Nov 3, 2020
Horizon Advisers - Farmington (CPA Headquarters) | Nov 3, 2020

Horizon Advisers is an independent wealth management firm that focuses on holistic financial planning.

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