Horizon Financial Services, LLC Email Format

Financial ServicesNorth Carolina, United States11-50 Employees

Horizon Financial Services, LLC operates as an independent fiduciary advisory firm within the financial services industry, prioritizing transparency and guidance that centers on clients’ best interests. Through its advisory services, the firm provides in-depth financial planning and guidance to individuals seeking objective, fiduciary-level advice, with insurance products and services offered via an affiliated company. Based in Winston-Salem, North Carolina, the organization emphasizes its status as an SEC-registered investment adviser in delivering its advisory offerings. A recent development noted in local coverage describes Horizon Financial Services’ active investment activity, including acquiring a stake in Ares Capital, reflecting ongoing engagement in asset-related strategies. The firm positions itself as serving clients seeking comprehensive planning and independent fiduciary oversight within a regulated framework.

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