Concierge-style financial guidance for secure futures
Horizon Financial Services, LLC provides comprehensive financial planning and consulting in Winston-Salem, NC. Clients describe a knowledgeable, transparent, and caring team that puts personal and financial interests first. The firm offers tailored retirement strategies, tax minimization, and portfolio management, often coordinating with clients' accountants and attorneys for a streamlined, concierge experience.
3880 Vest Mill Rd #100, Winston-Salem, NC 27103, USA
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Comprehensive strategies to secure your financial future, including 401(k) management and income planning.
Personalized portfolio management and wealth growth solutions tailored to your risk tolerance and goals.
Expert guidance on tax-efficient planning to optimize your financial outcomes and reduce liabilities.
Seamless collaboration with attorneys and accountants for holistic estate and inheritance planning.
One-on-one advisory sessions to address your unique financial needs and build confidence in your decisions.
Overall rating
Carolyn Couch
John and his team are extremely competent advisors, but, more importantly, they are caring individuals who have consistently placed my personal and financial interests first. I highly recommend them -- and have, to family members and friends.
Karen Angell
I can’t say enough good things about John and his team. They are very knowledgeable in navigating one through financial decisions, making those decisions not so overwhelming to understand. I feel more secure and confident about my financial future thanks to their expertise. I would highly recommend!
Clare Salkin
My parents used John as their advisor for many many years in retirement and up until they both had passed John has since managed what I inherited as well as my own 401(k)’s and has done a wonderful job. This place is super professional, very transparent and available for any questions.!
Tom Whelan
I can’t say enough great things about Horizon Financial Services! From the moment I reached out, their team, led by John Brais, made me feel like a priority. They took the time to understand my unique financial goals and crafted a tailored plan that covered everything from retirement strategies to tax minimization. Their concierge-style service is a game-changer—coordinating with my accountant and attorney to streamline the process was seamless and stress-free. The advisors are knowledgeable, transparent, and genuinely care about helping you achieve financial independence. I highly recommend Horizon Financial Services to anyone looking for trustworthy, expert guidance to secure their financial future!
JONI KING
Horizon Financial Services is a highly professional team of financial planners that have managed my portfolio for many years. I would recommend this group to anyone that values excellent service with a caring touch. John’s team makes you feel like family!!
