Horizon Wealth Strategies

  • Financial Services
  • Somerville NJ
  • 6 employees
  • Financial Services
Get Full Info

Company Overview

Headquarters
21 Maple St, Somerville NJ
Website
horizonwealthstrategies.com
Phone
(908) 698-4339
Employees
6
Founded in
2013
Industry
Financial Services
NAICS Code
NAICS Code 523 Companies
NAICS Code 52 Companies
NAICS Code 52393 Companies
NAICS Code 5239 Companies
SIC Code
SIC Code 628 Companies
SIC Code 62 Companies
More Details

Financials & Stats

Revenue

$22B

More Financials

Who is Horizon Wealth Strategies

Horizon Wealth Strategies is a financial services firm located in Somerville, New Jersey. They specialize in holistic financial planning, working with clients to develop comprehensive strategies tailored to their individual needs and goals. The company offers a range of services, including investment advisory services and insurance products. Their team of experienced advisors is dedicated to providing personalized guidance and support to help clients achieve their financial objectives. Horizon Wealth Strategies emphasizes a client-centric approach, prioritizing the well-being and financial security of their clients. The company can be reached through their website at horizonwealthstrategies.com

Horizon Wealth Strategies Industry Tags

Executive Benefits
Succession Planning
Key Person Insurance
Funding Buy-Sell Agreements
Funding Deferred Compensation
Group Benefits
Corporate Financial Education Courses
Employer Sponsored Retirement Plans
Wealth Management and Retirement Planning
Financial Planning
Estate Planning
Asset Protection
Charitable Planning
Investment Management
Disability and Extended Care Needs
401(k) Rollovers
Roth IRAs
IRAs
Life Insurance
Annuities
View All Industry Tags

Horizon Wealth Strategies Tech Stack

JavaScript
Font Awesome
Bootstrap
View All Tech Stack

Companies Similar to Horizon Wealth Strategies

Analyze industry trends and opportunities by examining competitors and companies comparable to Horizon Wealth Strategies, including their performance metrics, financials, growth dynamics, and competitive benchmarks.

Company Name Revenue Number of Employees Location Founded in
22M 15 Westport, CT 1984
22M 96 Chicago, IL 2003
22M 7 Chicago, IL 2008
22M 6 Boscobel, WI
22M 53 Jacksonville, FL 1996
View More Companies

FAQ

What is the location of Horizon Wealth Strategies's headquarters?
The headquarters of Horizon Wealth Strategies are situated at 21 Maple St, Somerville NJ
What is Horizon Wealth Strategies's phone number?
Horizon Wealth Strategies's contact number is (908) 698-4339.
What is Horizon Wealth Strategies's official website?
The official website of Horizon Wealth Strategies can be found at horizonwealthstrategies.com.
What is Horizon Wealth Strategies's current revenue?
As of February 2019, Horizon Wealth Strategies's annual revenue reached $22B.
How many employees does Horizon Wealth Strategies currently have?
Horizon Wealth Strategies employs approximately 6+ people as of February 2019
Which industries is Horizon Wealth Strategies primarily operating in?
Horizon Wealth Strategies operates in the following industries: Finance, Credit
What are Horizon Wealth Strategies's industry tags?
Horizon Wealth Strategies's industry tags include: Executive Benefits, Succession Planning, Key Person Insurance
When was Horizon Wealth Strategies founded?
Horizon Wealth Strategies was founded in 2013.

Employee Directory

Key Employees

Mark Olson

Founder & Principal

Phone Email