Horizons Financial Group Employee Directory

Investment ManagementAlabama, United States2-10 Employees

Horizons Financial Group operates in the investment management sector, offering personalized solutions for managing individual retirement accounts (IRAs), simplified employee pensions (SEP), and taxable accounts. The firm aims to tailor strategies to each client, addressing their specific financial goals and circumstances. Based in Birmingham, Alabama, the company presents itself as a small team focused on delivering customized planning and advisory services through a registered investment adviser framework.

Its services are positioned for clients seeking individualized guidance in asset management, with securities and advisory services provided through LPL Financial. The company notes that it is registered to conduct business in multiple states, highlighting a broad regulatory footprint managed through the LPL network. Horizons Financial Group operates in a regulated financial services environment and emphasizes its professional placement within the broader investment management ecosystem.

Sign up for free to view info

Company overview Email format