Horizon Financial
Categories
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.
CERTIFIED FINANCIAL PLANNER™ Professional
Advisory services offered through Commonwealth Financial Network®, a Registered Investment Adviser.
Rep/Contact Info
Claudia Rodriguez
Associate Wealth Advisor
- Phone: (231) 941-6669
- Fax: (231) 941-4492
- Send an Email
- 4020 Copper View Ste 230 Traverse City MI 49684
