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Horizon Financial

Horizon Financial


Financial Planning

About Us

At Horizon Financial, we are a woman-owned business serving northern Michigan since 1992. We offer comprehensive financial planning and wealth management with a CFP and an MBA/CFP on staff. We were born and raised here. Our staff can provide more in-depth service, and our client-to-team member ratio is 35:1. We have a 95% client retention rate. Clients tend to stay with us and refer us to others.

This communication is strictly intended for individuals residing in the states of: AK,AZ,FL,MD,MI,IL. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services.

Accredited Investment Fiduciary®

Securities & Advisory Services offered through: Commonwealth Financial Network. Member FINRA ( & SIPC ( A Registed Investment Adviser. Horizon Financial is located at 4020 Copperview Suite 230, Traverse City, MI 49684 231-941-6669 or at

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Rep/Contact Info

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Claudia Rodriguez
Associate Wealth Advisor