Insights

Client Retention Value High client retention (95%) and strong referrals indicate meaningful client satisfaction and potential for premium advisory services, cross-selling wealth management, and scalable service packages.

Regional Focus Northern Michigan focus with long-standing local presence and woman-owned branding presents opportunities for community-based campaigns, local partnerships, and targeted events to expand share of wallet among existing clients and similar regional prospects.

ScaleLevering Small team size with a favorable client-to-team ratio (35:1) suggests capacity for targeted advisory enhancements, introductory financial planning audits, and concierge services for mid-term account growth.

TechStack Fit Existing tech stack (AWS, Drupal Multisite, analytics, engagement tools) supports digital onboarding, client portal enhancements, and automated outreach to nurture prospects and improve retention.

GrowthSignals Revenue in the 1–10M range and comparable regional peers with higher scale indicate room for productized advisory offerings, fee structure reviews, and strategic partnerships to accelerate growth in asset management and financial planning services.

Similar companies to Horizon Financial

Horizon Financial Tech Stack

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

Amazon Web Services
Cloud Hosting
jQuery CDN
Content Delivery Network
CodeMirror
Editors
SparkPost
Email
Font Awesome
Font Scripts
Acquia Cloud
Platform As A Service
Google Analytics
Web Analytics
Drupal Multisite
Web Hosting

Horizon Financial's Email Address Formats

Horizon Financial uses at least 2 format(s):

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	55%
First@horizonfinancialtc.com	John@horizonfinancialtc.com	40%
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.

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 July 2026, Horizon Financial has approximately 33 employees across 3 continents, including North AmericaAsiaOceania. Key team members include Chief Executive Officer And President: J. W.Chief Investment Officer: K. B.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 Amazon Web ServicesjQuery CDNCodeMirrorSparkPostFont AwesomeAcquia CloudGoogle AnalyticsDrupal Multisite.

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 33 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.