Horizon Financial Services, Inc. - Home
Horizon Financial Services, Inc., specializes in helping our clients develop a comprehensive, cohesive financial strategy that fits their unique needs and enables them to meet both short- and long-term objectives.
How can I position my investments for higher potential returns while helping reduce risk?
Will I be able to retire early?
How much money will I need in order to retire?
At Horizon Financial Services, Inc., our mission is to help clients achieve financial confidence, by providing them with outstanding service, and these three key tools:
- A clear understanding of their financial goals
- A well-defined roadmap for pursuing those goals
- Ongoing advice to help adjust their roadmap when their needs change
Rick Greenwood has served as president of Horizon Financial Services since its inception. As a CPA as well as a CERTIFIED FINANCIAL PLANNER™ professional, Rick’s point of difference is his goal to help provide the high returns with a reasonable amount of risk while minimizing taxes.
Our services cover all areas of wealth management, including investment, tax and retirement income planning, risk management, and estate conservation.
If you have any questions or want to schedule a complimentary initial meeting to discuss your specific situation, please e-mail firstname.lastname@example.org, or call 781-792-1900