Horizon Financial Employee Directory

Q: What is Horizon Financial known for?

Horizon Financial was founded in 2002. Horizon Financial operates in the Financial Services industry.

Q: How many employees does Horizon Financial have currently?

Horizon Financial has approximately 33 employees.

Financial ServicesUnited 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.

Find Horizon Financial employees' phone numbers or email addresses

Horizon Financial Global Highlights

North America
73

United States Of America
72
Canada
1

Asia
3

India
3

Oceania
2

Australia
2

Horizon Financial's Leadership

J. W.
Chief Executive Officer And President
Mobile Phone
Email
K. B.
Chief Investment Officer
Mobile Phone
Email
D. L. M. C.
President
Mobile Phone
Email
J. S.
President
Mobile Phone
Email
H. G.
Clu, Chfc
Mobile Phone
Email
D. M.
Owner
Mobile Phone
Email
G. D.
Owner
Mobile Phone
Email
M. P.
Owner
Mobile Phone
Email

Contact profiles from Horizon Financial

Name

Title

Contact Info

Location

Last Update

H. G.
Clu, Chfc
Mobile Phone
Email
United StatesMichigan
Aug 02, 2025
D. L. M. C.
President
Mobile Phone
Email
United StatesConnecticut
Oct 21, 2024
D. M.
Owner
Mobile Phone
Email
United StatesMichigan
Oct 17, 2024
G. D.
Owner
Mobile Phone
Email
Oct 22, 2024
J. S.
President
Mobile Phone
Email
Oct 16, 2024
J. W.
Chief Executive Officer And President
Mobile Phone
Email
Oct 17, 2024
K. B.
Chief Investment Officer
Mobile Phone
Email
Oct 16, 2024
M. P.
Owner
Mobile Phone
Email
Oct 18, 2024
N. A.
Partner
Mobile Phone
Email
United StatesOregon
Apr 24, 2025
C. M. B.
Owner
Mobile Phone
Email
United StatesUtah
Sep 10, 2025

Frequently Asked Questions

What is Horizon Financial known for?

Horizon Financial was founded in 2002 operates in the Financial Services industry. The company's main headquarters is located in 4020 Copper View, Suite 230 Traverse City, Michigan 49684, US; you can contact the main corporate office by phone at

+1-360-249-****

. Explore Horizon Financial's company overview page for more information.

What is Horizon Financial's most common email format?

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

How many employees does Horizon Financial have currently?

Horizon Financial has approximately 33 employees as of October 2025. These team members are located across 3 continents, including North AmericaAsiaOceania.

Who are Horizon Financial's key employees and leadership?

As of October 2025, Horizon Financial's key employees include:

Chief Executive Officer And President: J. W.
Chief Investment Officer: K. B.
President: D. L. M. C.
President: J. S.
Clu, Chfc: H. G.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking