Insights

Longstanding, Local Horizon Financial is a woman-owned, Northern Michigan firm with over 32 years of local presence and a high client retention rate, indicating stable relationships ripe for cross-sell opportunities in wealth management, financial planning, and lifestyle-specific planning services.

Strong Client Metrics With a low client-to-team ratio (35:1) and a 95% client retention rate, there is potential to leverage personalized service as a differentiator in upsell discussions for expanded advisory offerings, premium planning, and bespoke portfolio strategies.

Certified Expertise Staff includes CFP and MBA credentials, suggesting credibility for expanding complex financial planning services, fiduciary advisory capabilities, and education-driven client engagement that can support referrals and higher-net-worth onboarding.

Tech-Enabled Ops Utilizes a modern tech stack (Calendly, AWS, Drupal/Acquia, DocuSign, OneTrust, Datadog, New Relic) which indicates readiness for digital onboarding, secure data handling, and scalable client experiences that can be paired with additional fintech or advisory tech solutions.

Growth Signals Revenue in the $1M–$10M range and active advisory relationships through Commonwealth Financial Network point to opportunities for strategic partnerships, expanded product suites, and potential scale-up services that complement existing offerings and regional demand.

Similar companies to Horizon Financial

Financial Advocates
30$25M - $50M
Financial Design Group
31$50M - $100M
Financial Engines
191$250M - $500M

Horizon Financial Tech Stack

Horizon Financial uses 8 technology products and services including Calendly, Amazon Web Services, Drupal, and more. Explore Horizon Financial's tech stack below.

Calendly
Appointment Scheduling
Amazon Web Services
Cloud Hosting
Drupal
Content Management System
OneTrust
Cookie Compliance
DocuSign
Miscellaneous
Acquia Cloud Platform
Platform As A Service
Datadog
Real User Monitoring
New Relic
Real User Monitoring

Horizon Financial's Email Address Formats

Horizon Financial uses at least 7 email formats:

Horizon Financial Email Formats	Example	Percentage
FLast@cfnmail.com	JDoe@cfnmail.com	91%
First@cfnmail.com	John@cfnmail.com	3%
First.Last@cfnmail.com	John.Doe@cfnmail.com	3%
FirstLast@cfnmail.com	JohnDoe@cfnmail.com	3%
First.Last@horizonfinancialtc.com	John.Doe@horizonfinancialtc.com	57%
First@horizonfinancialtc.com	John@horizonfinancialtc.com	38%
FLast@horizonfinancialtc.com	JDoe@horizonfinancialtc.com	5%

Frequently Asked Questions

What is Horizon Financial's phone number?

You can contact Horizon Financial's main corporate office by phone at

+1-360-249-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Horizon Financial's stock symbol?

Horizon Financial is a publicly traded company; the company's stock symbol is HRZB.

What is Horizon Financial's official website and social media links?

Horizon Financial's official website is horizonfinancialtc.com and has social profiles on LinkedIn.

How much revenue does Horizon Financial generate?

As of August 2026, Horizon Financial's annual revenue is estimated to be $1M - $10M.

What is Horizon Financial's NAICS code?

Horizon Financial's NAICS code is 52 - Finance and Insurance.

How many employees does Horizon Financial have currently?

As of August 2026, Horizon Financial has approximately 34 employees across 3 continents, including North America, Asia and Oceania. Key team members include Chief Executive Officer And President: J. W., Chief Investment Officer: K. B. and President: J. S. Explore Horizon Financial's employee directory with LeadIQ.

What industry does Horizon Financial belong to?

Horizon Financial operates in the Financial Services industry.

What technology does Horizon Financial use?

Horizon Financial's tech stack includes Calendly, Amazon Web Services, Drupal, OneTrust, DocuSign, Acquia Cloud Platform, Datadog and New Relic.

What is Horizon Financial's email format?

Horizon Financial's email format typically follows the pattern of FLast@cfnmail.com. Find more Horizon Financial email formats with LeadIQ.

When was Horizon Financial founded?

Horizon Financial was founded in 2002.

Horizon Financial

Q: How many employees does Horizon Financial have currently?

Horizon Financial has approximately 34 employees.

Q: What technology does Horizon Financial use?

Horizon Financial's tech stack includes Google Tag Manager, Drupal Multisite, jQuery, jQuery CDN, Cloudflare.

Q: What is Horizon Financial's NAICS code?

Horizon Financial's NAICS code is 52 (Finance and Insurance).

Financial ServicesMichigan, United States11-50 Employees

Horizon Financial is a woman-owned financial services firm that has served northern Michigan for more than 32 years. The Traverse City–based practice provides comprehensive financial planning and wealth management, with a CFP and an MBA among its staff. Its client-to-team member ratio of 35:1 supports a more individualized service approach for clients.

Its advisory services are provided through Commonwealth Financial Network, a Registered Investment Adviser. The firm reports a high level of client loyalty, evidenced by a 95% retention rate. Horizon Financial serves individual clients in the United States and operates from Traverse City, Michigan.