Horizon Financial Services, Inc. - Rockland, Massachusetts

Horizon Financial Services, Inc.: A Comprehensive Overview

For individuals and families seeking expert financial planning guidance, Horizon Financial Services, Inc. presents a potentially valuable resource. Located at 1001 Hingham St # 100, Rockland, MA 02370, United States, this firm specializes in providing personalized financial strategies to help clients achieve their long-term goals. Currently, Horizon Financial Services, Inc. has 0 reviews on Google My Business, reflecting a nascent online presence and an opportunity for further client testimonials to build trust and credibility. The firm's current average opinion is 0/5, indicating a need for improved service and client satisfaction.

About Horizon Financial Services, Inc.

Horizon Financial Services, Inc. operates as a dedicated financial planner firm. They focus on assisting clients in navigating the complexities of personal and investment finances. While details regarding the specific methodologies and philosophies employed by the firm are limited due to the lack of online information, the core function remains centered around developing tailored financial plans. These plans often encompass retirement planning, investment management, estate planning considerations, and wealth accumulation strategies. The firm’s approach likely prioritizes understanding the client’s unique circumstances, risk tolerance, and financial aspirations to craft a sustainable and effective roadmap to success. Given the limited publicly available data, it’s advisable to schedule an initial consultation to gain a deeper understanding of their specific service offerings and client philosophy.

Location and Accessibility

The firm’s physical address is 1001 Hingham St # 100, Rockland, MA 02370. This location offers several accessibility features, enhancing the experience for clients with mobility limitations. Specifically, the facility boasts a wheelchair-accessible car park, a wheelchair-accessible entrance, and a wheelchair-accessible toilet. These provisions demonstrate a commitment to inclusivity and ensuring that all clients can comfortably engage with the firm’s services. Furthermore, the facility provides standard toilet facilities.

Key Features and Recommendations

Here’s a breakdown of important information for prospective clients:

• Phone: 7817921900 – Direct contact for scheduling appointments and inquiries.
• Specialties: Financial Planner – Their sole area of expertise.
• Accessibility: Fully wheelchair accessible, including parking, entrance, and restrooms.
• Appointments Recommended: Due to the nature of comprehensive financial planning, scheduling an appointment is strongly advised to discuss individual needs and begin the planning process.

Important Note: The absence of online reviews necessitates a cautious approach. While the accessibility features are commendable, the lack of client feedback should be considered when evaluating the firm’s overall service quality. It’s highly recommended to contact the firm directly to inquire about their experience, qualifications, and the scope of their services.

Further Considerations

Considering the limited information available, potential clients are encouraged to conduct thorough due diligence. This includes verifying the qualifications and credentials of the financial planners at Horizon Financial Services, Inc. and discussing their fee structure and service agreements in detail. A detailed discussion of the firm’s investment philosophy and the types of products offered is also crucial. Furthermore, seeking references from current or former clients could provide valuable insights into the firm’s performance and client satisfaction. Given the current lack of online reviews, actively seeking feedback from clients after utilizing the firm's services is essential to contribute to building a more robust online reputation.

Disclaimer: This information is based on publicly available data and may not reflect the most current state of the firm’s operations. It is essential to verify all details directly with Horizon Financial Services, Inc. before making any financial decisions.