Horizon Advisers - Flint

Category: Financial planner

Address: 5206 Gateway Centre Blvd #200, Flint, MI 48507, USA

Phone: +12482656662

Opening hours

Sunday: Closed

Monday: 9AM–5PM

Tuesday: 9AM–5PM

Wednesday: 9AM–5PM

Thursday: 9AM–5PM

Friday: 9AM–5PM

Saturday: Closed

Reviews

Dean Rosencrantz

Jan 16, 2021

Excellent service, always helpful, and very responsive to requests.

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Questions & Answers

What are the fees associated with Horizon Advisers services?

Horizon Advisers - Flint | Nov 3, 2020
Horizon Advisers - Flint | 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 - Flint | Nov 3, 2020
Horizon Advisers - Flint | 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 - Flint | Nov 3, 2020
Horizon Advisers - Flint | 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 - Flint | Nov 3, 2020
Horizon Advisers - Flint | 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 - Flint | Nov 3, 2020
Horizon Advisers - Flint | 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 - Flint | Nov 3, 2020
Horizon Advisers - Flint | 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 - Flint | Nov 3, 2020
Horizon Advisers - Flint | 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 - Flint | Nov 3, 2020
Horizon Advisers - Flint | Nov 3, 2020

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

Who is Horizon Advisers?

Horizon Advisers - Flint | Nov 3, 2020
Horizon Advisers - Flint | Nov 3, 2020

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

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