- FullY Licensed Investment Services
THE HORIZON
WEALTH MANAGERS
DIFFERENCE
At Horizon Wealth Managers, we take the time to build long lasting relationships so that we can understand what is most important to you.
We understand that there is no such thing as “one plan fits all” so we take an approach that focuses on your objectives and concerns to help devise your own personalized plan.
Our Mission
INVESTMENT SERVICES ARE WHAT WE DO BEST,
YOU'RE BUSY ENOUGH WITH THE REST
Horizon Wealth Managers is licensed in NY and specializes in investment services. We offer a broad range of services for business owners, executives, and independent professionals. We are professional, experienced, and affordable.
Building and preserving your personal wealth requires specialized attention. You get one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and seeking to ensure the growth and longevity of your wealth.
Please call us today at (914) 502-3589. We’ll be happy to offer you a free initial consultation.
Thanks for visiting!
OUR VALUES
Our firm provides outstanding service to our clients because of our dedication to the three underlying principles of professionalism, responsiveness and quality.
We’d like to provide you with an opportunity to get to know our staff as well as our firm’s values before you come to see us. The following pages should give you an idea of what we’re all about. We hope you enjoy them!
Schedule Your Financial Check-up Today
FINANCIAL PLANNING CHECKLIST
- Have you determined your short- and long-term financial goals?
- Are you saving and investing sufficient sums to fund your short- and long-term goals?
- Are you making the best use of tax-deferred savings plans, such as IRAs, 401(k)s, and Keoghs?
- If you are an employee, are you getting the optimum from your employee benefits?
- Do you have an "emergency fund?"
- Do you have adequate insurance?
Services
If you are looking for a blend of personal service and knowledge, you have come to the right place! We offer a broad range of services for business owners, executives and independent professionals. Our rates are affordable. We are experienced and we’re friendly.
Please call us for a free initial consultation.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck
LIFE IS FULL OF SURPRISES
USE THESE CALCULATORS TO HELP MAKE SOUND FINANCIAL DECISIONS.
