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Horizon Financial Services, LLC
Des conseils financiers personnalisés à la manière d'un concierge pour un avenir sûr.
5
Business
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Des conseils financiers personnalisés à la manière d'un concierge pour un avenir sûr.
Horizon Financial Services, LLC offre une planification financière complète et des services de conseil à Winston-Salem, Caroline du Nord. Les clients décrivent une équipe compétente, transparente et bienveillante qui met les intérêts personnels et financiers en premier. Le cabinet propose des stratégies de retraite sur mesure, une minimisation fiscale et la gestion de portefeuille, et coordonne souvent avec les comptables et avocats des clients pour offrir une expérience fluide de conciergerie.
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Des stratégies complètes pour sécuriser votre avenir financier, y compris la gestion du 401(k) et la planification des revenus.
Gestion de portefeuille personnalisée et solutions de croissance de patrimoine adaptées à votre tolérance au risque et à vos objectifs.
Conseils d'experts sur une planification fiscalement efficace pour optimiser vos résultats financiers et réduire vos impôts.
Collaboration sans faille avec des avocats et des comptables pour une planification patrimoniale et successorale globale.
Des séances de conseil en tête-à-tête pour répondre à vos besoins financiers uniques et renforcer votre confiance dans vos décisions.
Note globale
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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