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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
    Mobile Phone
  • Stylized image of a person
    J. J.
    Financial Planner
    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
Location
Last Update
  • Stylized image of a person
    S. J.
    President
    Mobile Phone
    Oct 22, 2024
  • Stylized image of a person
    J. J.
    Financial Planner
    Mobile Phone
    Oct 22, 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; 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 July 2026. These team members are located across 1 continents, including North America.

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

Minus sign iconPlus sign icon

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

  • President: S. J.
  • Financial Planner: J. J.

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