Insights

Niche Market Focus Horizon Financial specializes in serving northern Michigan with a strong local presence, which creates opportunities for complementary regional financial products and services tailored to community-specific needs.

High Client Retention With a 95% client retention rate and a reputation for referrals, there is a strong foundation for expanding service offerings such as advanced wealth management tools or innovative financial planning solutions to deepen client relationships.

Technology Infrastructure Utilizing cloud-based solutions like AWS and Acquia Cloud indicates openness to adopting new technologies, presenting opportunities for fintech integrations, secure data management, and scalable digital platforms to enhance client experience.

Growth Potential Operating within the $10M to $25M revenue range, Horizon Financial shows signs of growth, suggesting opportunities for scalable financial products, deeper digital engagement, and targeted sales strategies to support expansion initiatives.

Competitive Landscape Positioned alongside similar firms with revenues up to $50M, Horizon Financial can leverage its local expertise and personalized service to differentiate itself in regional marketing efforts and to develop partnerships or technology collaborations that boost competitive advantage.

Similar companies to Horizon Financial

Horizon Financial Tech Stack

Horizon Financial uses 8 technology products and services including Amazon Web Services, Amazon S3, Webpack, and more. Explore Horizon Financial's tech stack below.

Amazon Web Services
Cloud Hosting
Amazon S3
Content Delivery Network
Webpack
Development
Font Awesome
Font Scripts
Google Fonts API
Font Scripts
New Relic
Real User Monitoring
Acquia Cloud Site Factory
Web Hosting
Drupal Multisite
Web Hosting

Media & News

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	88%
First@cfnmail.com	John@cfnmail.com	3%
First.Last@cfnmail.com	John.Doe@cfnmail.com	3%
FirstLast@cfnmail.com	JohnDoe@cfnmail.com	3%
FirstL@cfnmail.com	JohnD@cfnmail.com	3%
First.Last@horizonfinancialtc.com	John.Doe@horizonfinancialtc.com	34%
First@horizonfinancialtc.com	John@horizonfinancialtc.com	28%
FLast@horizonfinancialtc.com	JDoe@horizonfinancialtc.com	4%
First.Last@horizonfinancialtc.com	John.Doe@horizonfinancialtc.com	34%

Frequently Asked Questions

Where is Horizon Financial's headquarters located?

Horizon Financial's main headquarters is located at 4020 Copper View, Suite 230. The company has employees across 3 continents, including North AmericaAsiaOceania.

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 December 2025, 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: D. L. M. C.. 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 ServicesAmazon S3WebpackFont AwesomeGoogle Fonts APINew RelicAcquia Cloud Site FactoryDrupal 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 Font Awesome, New Relic, Varnish, Datadog, OneTrust.

Financial ServicesMichigan, United States11-50 Employees

At Horizon Financial, we are woman owned business serving northern Michigan for over 32 years. We offer comprehensive financial planning and wealth management with a CFP and an MBA on staff. We were born and raised here. Our team can provide more in-depth service with our client-to-team member ratio is 35:1. We have a 95% client retention rate. Clients tend to stay with us and refer us to others. 
Advisory services offered through Commonwealth Financial Network®, a Registered Investment Adviser. This communication is strictly intended for individuals residing in the United States. Review our Terms of Use: https://www.commonwealth.com/termsofuse.html.