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Horizon Financial Services, LLC Employee Directory

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.

Find Horizon Financial Services, LLC employees' phone numbers or email addresses

Horizon Financial Services, LLC Global Highlights

Location
Employees

North America
21

Minus sign iconPlus sign icon
  • United States Of America
    21

Horizon Financial Services, LLC's Leadership

  • Stylized image of a person
    S. J.
    President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. J. B.
    Owner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. D.
    Managing Partner - Field Examination Services (collateral Assessment)
    Phone icon
    Mobile Phone
  • Stylized image of a person
    K. B.
    Owner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. S.
    Director Of Finance & Operations
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. M. P.
    Financial Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. M.
    Paraplanner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. M.
    Financial Professional
    Phone icon
    Mobile Phone

Horizon Financial Services, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Consultant
  • Real Estate
  • Accounting
  • Other
  • Administrative
  • Analytics
  • Operations
  • Program & Project Management

Contact profiles from Horizon Financial Services, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    J. J. B.
    Owner
    Phone icon
    Mobile Phone
    United StatesNorth Carolina
    Apr 15, 2026
  • Stylized image of a person
    D. D.
    Managing Partner - Field Examination Services (collateral Assessment)
    Phone icon
    Mobile Phone
    United StatesPennsylvania
    Jun 02, 2026
  • Stylized image of a person
    K. B.
    Owner
    Phone icon
    Mobile Phone
    United StatesMississippi
    Aug 03, 2024
  • Stylized image of a person
    S. J.
    President
    Phone icon
    Mobile Phone
    Oct 22, 2024
  • Stylized image of a person
    J. S.
    Director Of Finance & Operations
    Phone icon
    Mobile Phone
    United StatesNorth Carolina
    May 15, 2026
  • Stylized image of a person
    J. M. P.
    Financial Advisor
    Phone icon
    Mobile Phone
    United StatesNorth Carolina
    Jun 25, 2026
  • Stylized image of a person
    A. M.
    Paraplanner
    Phone icon
    Mobile Phone
    United StatesNorth Carolina
    Apr 13, 2026
  • Stylized image of a person
    D. M.
    Financial Professional
    Phone icon
    Mobile Phone
    United StatesNorth Carolina
    Jun 25, 2026
  • Stylized image of a person
    S. B.
    Manufacturing And Software Integration Consulting
    Phone icon
    Mobile Phone
    United StatesMissouri
    Jan 18, 2026
  • Stylized image of a person
    A. H.
    Consultant
    Phone icon
    Mobile Phone
    United StatesNew York
    Sep 15, 2024

Frequently Asked Questions

What is Horizon Financial Services, LLC known for?

Minus sign iconPlus sign iconHorizon Financial Services, LLC operates in the Financial Services industry. The company's main headquarters is located in 3880 Vest Mill Road Suite 100 Winston-salem, North Carolina 27103 United States; you can contact the main corporate office by phone at
+1-336-659-****
. Explore Horizon Financial Services, LLC's company overview page for more information.

What is Horizon Financial Services, LLC's most common email format?

Minus sign iconPlus sign iconHorizon Financial Services, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Horizon Financial Services, LLC email formats with LeadIQ.

How many employees does Horizon Financial Services, LLC have currently?

Minus sign iconPlus sign iconHorizon Financial Services, LLC has approximately 11 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are Horizon Financial Services, LLC's key employees and leadership?

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As of June 2026, Horizon Financial Services, LLC's key employees include:

  • President: S. J.
  • Owner: J. J. B.
  • Managing Partner - Field Examination Services (collateral Assessment): D. D.
  • Owner: K. B.
  • Director Of Finance & Operations: J. S.

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