Horizon Wealth Partners

Finance · Massachusetts, United States · 1-10 Employees

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Overview

Headquarters

33 Bedford St Ste 9, Lexington, Massachu...

Phone Number

(781) 281-7048

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
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Jun
ZI Rank
1
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About Horizon Wealth Partners

Horizon Wealth Partners is a Boston-based financial planning firm dedicated to assisting individuals, couples, and families in achieving financial peace of mind. The firm offers services such as financial planning and investment management, emphasizing a fiduciary duty to act in the best interests of clients. With a team of experienced advisors, including Certified Financial Planners, they provide tailored financial solutions and ongoing support. Their commitment to ethics, professional advancement, and client-centered service distinguishes them in the financial industry.Explore more
Horizon Wealth Partners's Social MediaPopular SearchesHorizon Wealth PartnersSIC Code 62,628NAICS Code 52,523Show more

Horizon Wealth Partners Org Chart

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SC
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Licensed Client Relationship Manager

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Office Manager

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JM
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Lpl Financial Advisor & Partner

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Partner

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Compare Similar Companies to Horizon Wealth Partners

Compare insights from companies similar to Horizon Wealth Partners, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Horizon Wealth Partners

<$5M
1-10
Private
-
2014
SC
Sara ClineLicensed Client Relationship Manager
<$5M
1-10
Private
-
-
RR
Robert RalstonLpl Financial Advisor
<$5M
1-10
Private
-
-
JL
Joseph LisantiPartner and Wealth Advisor
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2019
DA
David AnsbroLpl Financial Advisor
<$5M
1-10
Private
-
-
CG
Christian GoekeDirector, Financial Planning
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Horizon Wealth Partners Tech Stack

A closer look at the technologies used by Horizon Wealth Partners

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Frequently Asked Questions Regarding Horizon Wealth Partners

What is Horizon Wealth Partners's official website?
Horizon Wealth Partners's official website is www.horizonwealthpartnersinc.com
What is Horizon Wealth Partners's Revenue?
Horizon Wealth Partners's revenue is <$5 Million
What is Horizon Wealth Partners's SIC code?
Horizon Wealth Partners's SIC: 62,628
What is Horizon Wealth Partners's NAICS code?
Horizon Wealth Partners's NAICS: 52,523
How many employees does Horizon Wealth Partners have?
Horizon Wealth Partners has 1-10 employees
What industry does Horizon Wealth Partners belong to?
Horizon Wealth Partners is in the industry of: Finance, Securities Trading
What is Horizon Wealth Partners competition?
Horizon Wealth Partners top competitors include: holisticwealth.pro, Light The Lamp Wealth Management, ralston-financial.com, Thorough Financial Group
What technology does Horizon Wealth Partners use?
Some of the popular technologies that Horizon Wealth Partners uses are: WordPress.org, PHP, Google Cloud DNS, Google Cloud Platform
How do I contact Horizon Wealth Partners?
Horizon Wealth Partners contact info: Phone number: (781) 281-7048 Website: www.horizonwealthpartnersinc.com
What does Horizon Wealth Partners do?

Horizon Wealth Partners is a Boston-based financial planning firm dedicated to assisting individuals, couples, and families in achieving financial peace of mind. The firm offers services such as financial planning and investment management, emphasizing a fiduciary duty to act in the best interests of clients. With a team of experienced advisors, in... cluding Certified Financial Planners, they provide tailored financial solutions and ongoing support. Their commitment to ethics, professional advancement, and client-centered service distinguishes them in the financial industry.Read More

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

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