Horizon Financial
Likely to Engage tag.Highly Engaged Employees

Finance · Michigan, United States · 11-50 Employees

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Overview

Headquarters

4020 Copper Vw Ste 230, Traverse City, M...

Phone Number

(231) 941-6669

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
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May
Jun
ZI Rank
1
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About Horizon Financial

Horizon Financial offers comprehensive financial planning services aimed at helping clients achieve financial independence and alleviate the stress of wealth management. Established in 1992, the firm serves clients in the Northern Michigan area, guiding them through various stages of their financial journey. Their team of trusted advisors provides tailored solutions for retirement, investment, estate planning, insurance, and tax needs. Horizon Financial is dedicated to empowering individuals and families to pursue their financial goals with confidence and clarity.Explore more
Horizon Financial's Social MediaPopular SearchesHorizon FinancialCommonwealth Financial NetworkHorizonfinancialtcHORIZON FARMS IncHorizon Financial CorpSIC Code 62,628NAICS Code 52,523Show more

Horizon Financial Org Chart

PhoneEmail
JS
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Chief Financial Officer

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HG
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Founder & President

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MS
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President

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SM
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Manager, Wealth Services & Senior VP

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Horizon Financial

<$5M
11-50
Private
-
2002
JS
John SmithChief Financial Officer
$6.3M
1-10
Private
-
2011
MG
Monika GerspacherClient Service Associate
<$5M
1-10
Private
-
2004
LH
Lorraine HanniganOperating Partner
<$5M
1-10
Private
-
-
TH
Thomas HerrinData Scientist
<$5M
1-10
Private
-
2015
BJ
Brianna JohnsonOffice Manager
<$5M
1-10
Private
-
2009
VC
Victoria CegerenkoManager, Client Services & Operations
<$5M
1-10
Private
-
2006
GS
Gayle SawyerFinancial Planning Assistant
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Horizon Financial is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Horizon Financial is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Horizon Financial.

Horizon Financial Tech Stack

A closer look at the technologies used by Horizon Financial

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Frequently Asked Questions Regarding Horizon Financial

What is Horizon Financial's official website?
Horizon Financial's official website is www.horizonfinancialtc.com
What is Horizon Financial's Revenue?
Horizon Financial's revenue is <$5 Million
What is Horizon Financial's SIC code?
Horizon Financial's SIC: 62,628
What is Horizon Financial's NAICS code?
Horizon Financial's NAICS: 52,523
How many employees does Horizon Financial have?
Horizon Financial has 11-50 employees
What industry does Horizon Financial belong to?
Horizon Financial is in the industry of: Finance, Securities Trading
What is Horizon Financial competition?
Horizon Financial top competitors include: Namack Portfolio Investment Professionals, Conestoga Wealth Partners, Mahalak Financial Management, Guide Star Financial
What technology does Horizon Financial use?
Some of the popular technologies that Horizon Financial uses are: Tierpoint, DocuSign, Cloudflare Website Optimization, Google Tag Manager
Who is the CFO of Horizon Financial?
Horizon Financial's CFO is John Smith
How do I contact Horizon Financial?
Horizon Financial contact info: Phone number: (231) 941-6669 Website: www.horizonfinancialtc.com
What does Horizon Financial do?

Horizon Financial offers comprehensive financial planning services aimed at helping clients achieve financial independence and alleviate the stress of wealth management. Established in 1992, the firm serves clients in the Northern Michigan area, guiding them through various stages of their financial journey. Their team of trusted advisors provides... tailored solutions for retirement, investment, estate planning, insurance, and tax needs. Horizon Financial is dedicated to empowering individuals and families to pursue their financial goals with confidence and clarity.Read More

What are Horizon Financial social media links?
Horizon Financial Linkedin page Horizon Financial Twitter page Horizon Financial Facebook page
Is Horizon Financial a public company?
Horizon Financial is private company therefore does not currently have an official ticker symbol
See more information about Horizon Financial

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