Horvath Wealth Management - Ameriprise Financial Services, Inc.

0 Reviews

0.0000 stars - based on 0 reviews
9130 S Dadeland Blvd Ste 1903 Miami, Florida 33156
(305) 779-2475


The advisor listed is an Ameriprise financial advisor in Miami. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisor's clients. At Horvath Wealth Management, we believe success should be measured not just by your financial well-being, but by how confident you feel about your future. Our mission is to help you reach your financial goals through a personal relationship based on knowledgeable advice. Working together, we'll help you pursue your goals and help you feel greater financial confidence as you make decisions about your financial future. At Horvath Wealth Management, we have extensive experience helping clients like you deal with the complexities of wealth. The goal of our ongoing financial planning process is to help you pursue your financial goals while making your life easier and more rewarding. Our client service model focuses on the following quarterly meetings: Goal Tracking - We track the progress of your financial plan, review your goals and objectives in addition to reassessing the strategies. Asset Allocation - Based on your financial plan, risk tolerance, time frame and other constraints, we develop an investment strategy that considers all of your stated goals. Mid-Year Review- We revisit our summary of recommendations as well as review estate planning strategies, employee benefits and insurance needs. Tax Planning- Review year-end tax planning strategies including qualified plan contributions and tax loss harvesting. We will work with your accountant as needed.

Is this your business? Claim it now!


MONDAY: 9:00AM - 5:00PM

TUESDAY: 9:00AM - 5:00PM

WEDNESDAY: 9:00AM - 5:00PM

THURSDAY: 9:00AM - 5:00PM

FRIDAY: 9:00AM - 5:00PM



People Also Viewed


782 Nw 42nd Ave 347 Ste Miami, Florida 33126


5805 Blue Lagoon Dr Miami, Florida 33126


7154 Sw 47th St Ste B Miami, Florida 33155

Francisco Hernando - Ameriprise Financial Services Inc.

7300 N Kendall Dr 740 Ste Miami, Florida 33156

Provenance Wealth Advisors LLC

200 S Biscayne Blvd Fl 6 Miami, Florida 33131

Roark Young - Ameriprise Financial Services, Inc.

9500 S Dadeland Blvd Ste 801 Miami, Florida 33156
You must Sign in to post reviews.

by on

0 Reviews