Chamber of Commerce

      Horizon Financial

      ( 6 Reviews )

      Horizon Financial
      • 4020 Copper Vw , STE 230
        Traverse City, Michigan 49684
      • Website
      Financial planner in Garfield Township, Michigan
      Yext Power Listing.
      Listing Incorrect?
      Listing Incorrect?

      Hours

      Wednesday:
      8:00 AM - 4:30 PM
      Thursday:
      8:00 AM - 4:30 PM
      Friday:
      8:00 AM - 12:30 PM
      Saturday:
      Closed
      Sunday:
      Closed
      Monday:
      8:00 AM - 4:30 PM
      Tuesday:
      8:00 AM - 4:30 PM
      DIRECTIONS WEBSITE REVIEWS

      Chamber Rating

      Verified Member
      4.3 - (6 reviews)
      5
      0
      0
      0
      1
      Read Our 6 Reviews

      Chamber Rating

      Verified Member
      4.3 - (6 reviews)
      5
      0
      0
      0
      1
      › ‹
      • Evamarie Bloomquist

        I have worked with Holly for over 25 years and I couldnt be happier!! In the uncertainty of the financial climate, Holly has always been spot on with her advice and service! Very Professional and more importantly trustworthy!!
        Oct 5th, 2019

      • Janice Erlewein

        Very unprofessional and difficult to work with.
        Oct 3rd, 2019

      • Shawne Cole

        We've worked with Holly Gallagher and the Horizon Financial office 20+ years. She and her team are always responsive and offer great advice and direction for all of our investment and insurance needs.
        Aug 26th, 2019

      • Sue Apsey

        AMAZING!! Holly and her staff were great to work with. Prompt and professional in all avenues. I would highly recommend Horizon Financial to all my friends and family.
        Jul 14th, 2019

      • Jennifer Wynn Stoll

        Holly is very smart and conscientious and shares resources and information that are invaluable to all those she cares for. Shes a trusted advisor who truly cares about her clients!
        Apr 9th, 2019

      Read Our 6 Reviews

      About
      Horizon Financial

      Experience locally rooted financial professionals at Horizon Financial in Traverse City, MI. We are a woman-owned business guiding individuals and families in northern Michigan towards financial stability and success for over three decades. With a 95% client retention rate, our proven approach to comprehensive financial planning and wealth management has earned us the trust of our community. Our team of experts, led by a Certified Financial Planner (CFP) and an MBA, provides personalized attention and tailored strategies to help you achieve your financial goals. Whether you're seeking retirement planning, investment guidance, or comprehensive financial planning, Horizon Financial is your partner for a secure and prosperous future.

      Contact Info

      Services

      • Wealth consulting
      • Wealth Management
      • Financial planning
      • Investment advising
      • Advanced Planning
      • Insurance Planning
      • Portfolio Services
      • Retirement PLans
      • Social Security
      • Tax Planning
      • Wealth Advisor

      Questions & Answers

      Q Where is Horizon Financial located?

      A Horizon Financial is located at 4020 Copper Vw, STE 230, Traverse City, Michigan 49684

      Q What is the internet address for Horizon Financial?

      A The website (URL) for Horizon Financial is: https://www.horizonfinancialtc.com/

      Q How big is Horizon Financial?

      A Horizon Financial employs approximately 20+ people.

      Q What days are Horizon Financial open?

      A Horizon Financial is open:
      Wednesday: 8:00 AM - 4:30 PM
      Thursday: 8:00 AM - 4:30 PM
      Friday: 8:00 AM - 12:30 PM
      Saturday: Closed
      Sunday: Closed
      Monday: 8:00 AM - 4:30 PM
      Tuesday: 8:00 AM - 4:30 PM

      Q How is Horizon Financial rated?

      A Horizon Financial has a 4.3 Star Rating from 6 reviewers.

      Hours

      Wednesday:
      8:00 AM - 4:30 PM
      Thursday:
      8:00 AM - 4:30 PM
      Friday:
      8:00 AM - 12:30 PM
      Saturday:
      Closed
      Sunday:
      Closed
      Monday:
      8:00 AM - 4:30 PM
      Tuesday:
      8:00 AM - 4:30 PM

      Ratings and Reviews
      Horizon Financial

      Overall Rating

      Overall Rating
      ( 6 Reviews )
      5
      0
      0
      0
      1
      Write a Review

      Evamarie Bloomquist on Google

      image I have worked with Holly for over 25 years and I couldnt be happier!! In the uncertainty of the financial climate, Holly has always been spot on with her advice and service! Very Professional and more importantly trustworthy!!

      Janice Erlewein on Google

      image Very unprofessional and difficult to work with.

      Shawne Cole on Google

      image We've worked with Holly Gallagher and the Horizon Financial office 20+ years. She and her team are always responsive and offer great advice and direction for all of our investment and insurance needs.

      Sue Apsey on Google

      image AMAZING!! Holly and her staff were great to work with. Prompt and professional in all avenues. I would highly recommend Horizon Financial to all my friends and family.

      Jennifer Wynn Stoll on Google

      image Holly is very smart and conscientious and shares resources and information that are invaluable to all those she cares for. Shes a trusted advisor who truly cares about her clients!

      Load More Reviews

      Overall Rating

      Overall Rating
      ( 6 Reviews )
      5
      0
      0
      0
      1

      Write a Review

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