HF
Horizon Financial Services, LLC
Asesoría financiera de estilo concierge para un futuro seguro
5
Business
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Asesoría financiera de estilo concierge para un futuro seguro
Horizon Financial Services, LLC ofrece planificación financiera integral y consultoría en Winston-Salem, Carolina del Norte. Los clientes describen a un equipo conocedor, transparente y atento que antepone los intereses personales y financieros. La firma ofrece estrategias de jubilación a medida, minimización de impuestos y gestión de carteras, y con frecuencia se coordina con los contadores y abogados de los clientes para una experiencia de conserjería fluida.
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Estrategias integrales para asegurar su futuro financiero, incluida la gestión de 401(k) y la planificación de ingresos.
Gestión de carteras personalizada y soluciones de crecimiento de la riqueza adaptadas a su tolerancia al riesgo y a sus objetivos.
Asesoría experta en planificación fiscal eficiente para optimizar sus resultados financieros y reducir las obligaciones fiscales.
Colaboración fluida con abogados y contadores para una planificación patrimonial y de herencias integral.
Sesiones de asesoría individual para abordar sus necesidades financieras únicas y generar confianza en sus decisiones.
Calificación general
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!!
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