Horizon Advisers
Financial Services
United States
25 employees
- Employees
- 25
- Contacts
- 3
- Emails
- 3
- Phones
- 1
Horizon Advisers Overview
- Headquarters
- United States
- Phone Number
- Available in AeroLeads
- Website
- www.horizonadviser.com
- Industry
- Financial Services
- Employees
- 25
- Founded
- 2012
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Horizon Advisers
Horizon Advisers is a group of financial professionals working together to best serve our clients. Our advisement teams will work with you to: - Build and protect your wealth through suitable investments and diversification - Implement advanced tax strategies* - Protect your assets from long term care and other unexpected life events Horizon Advisers is constructed with a team approach. We believe in specialty. In today's rapidly changing environment, it is difficult to be an expert in all areas of the various financial disciplines. Advisers today face changes in regulation, the amount of information available, and compatible solutions. Horizon has two major focus areas. The first area is designed to meet the needs of individuals and families. The other focus area is providing consulting with a variety of retirement plans. This includes fiduciary consulting, plan design, and advisory investment services. Horizon Advisers often serves clients' needs in both areas. Our talented team members collaborate to provide the best plans available to our clients. Horizon Advisers professional accounting partners serve both individual and business needs. A close working relationship between our financial advisers and accounting and tax specialists allows our team to more effectively manage client accounts. Our accounting and consulting partnerships play a major role in Horizon's commitment to offering a holistic financial planning service. Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. Horizon Advisers is not a subsidiary of nor controlled by Cetera Wealth Services LLC *Neither Cetera Wealth Services LLC nor its representatives offer tax or legal advice. Please consult with your tax and legal advisors regarding your individual situation.
Horizon Advisers Contact Details
- People in AeroLeads
- 4
- With contact data
- 3
- Email contacts
- 3
- 75.0% coverage
- Phone contacts
- 1
- 25.0% coverage
Horizon Advisers Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Thomas P. Bellos Ii | Financial Advisor/partner, Horizon | Troy, Michigan, United States |
Email
|
| Neale Clark | Small Business Accountant | White Lake, Michigan, United States |
View
|
| Ryan Kus | President - Financial Planner | Plymouth, Michigan, United States |
Email
|
| Lori Susalla Oancea, J.d. | Owner/president Horizon Legal Services | Troy, Michigan, United States |
Email
Phone
|
Employees by Management Level
Individual contributor
4 profiles
Executive
2 profiles
Associate / junior
2 profiles
Director
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Finance | 2 | 2 | 2 |
| General | 2 | 2 | 1 |
| Executive | 2 | 2 | 1 |
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