Horizon Investment Group, Inc - Selma, Alabama

Horizon Investment Group, Inc.: A Dedicated Financial Planning Partner

For individuals and families seeking comprehensive and personalized financial guidance, Horizon Investment Group, Inc. stands as a reliable and experienced resource. Located at 418 Lauderdale St, Selma, AL 36701, United States, the firm operates with a commitment to building long-term relationships based on trust and expertise. Their phone number is 3344315001, and their website, horizonigi.com, provides further details about their services and team.

Specialties and Services

Horizon Investment Group specializes in financial planning. This encompasses a wide range of services designed to help clients achieve their financial goals, including:

* Retirement Planning: Developing strategies to ensure a comfortable and secure retirement.
* Investment Management: Creating and managing diversified investment portfolios tailored to individual risk tolerance and objectives.
* Estate Planning: Assisting clients in structuring their assets to minimize estate taxes and ensure their wishes are honored.
* Education Savings: Providing guidance on saving for college and other educational expenses.
* Insurance Planning: Evaluating insurance needs to protect clients and their families from unforeseen risks.

They pride themselves on offering a collaborative approach, taking the time to understand each client's unique circumstances and aspirations. This personalized attention is a key differentiator, fostering a sense of partnership rather than simply transactional service. The firm’s focus is on providing proactive and adaptable solutions that evolve alongside their clients’ lives.

Accessibility and Amenities

Horizon Investment Group is dedicated to providing a welcoming and accessible environment for all clients. The office is equipped with a wheelchair-accessible car park, ensuring convenient access for individuals with mobility limitations. Furthermore, the entrance is wheelchair-accessible, and a wheelchair-accessible toilet is available on-site. Toilet facilities are also provided. Appointments are recommended to ensure dedicated time and attention for each client, reflecting their commitment to thoroughness and quality service. This dedication to accessibility underscores their belief in serving the entire community.

Client Feedback and Reputation

Based on publicly available information, Horizon Investment Group consistently receives positive feedback from its clients. The company maintains 5 reviews on Google My Business, with an average opinion of 4.2/5. These reviews highlight several recurring themes: a friendly and knowledgeable staff, proactive communication, and a genuine commitment to client success. Many clients specifically mention the value of regular account updates and the ease of conducting transactions. The emphasis on maintaining open communication and building trust appears to be a cornerstone of their operation. Clients appreciate the personalized service and the feeling of being well-informed about their financial situation.

The team at Horizon Investment Group emphasizes a holistic approach to financial planning. This means considering all aspects of a client’s financial life, not just investments. They recognize that financial planning is more than just picking stocks and bonds; it’s about aligning financial decisions with a client’s overall life goals. They consistently strive to provide clear, concise explanations of complex financial concepts, ensuring that clients feel confident and empowered in their financial decisions. The firm’s dedication to ongoing education and professional development ensures that their team remains at the forefront of industry best practices.

Contact Information and Additional Details

To schedule an appointment or learn more about Horizon Investment Group, Inc., please:

* Call: 3344315001
* Visit: horizonigi.com
* Address: 418 Lauderdale St, Selma, AL 36701, United States

Horizon Investment Group, Inc. is committed to providing ethical and transparent financial services. They operate with the highest standards of integrity and prioritize the best interests of their clients. Their experienced team is dedicated to helping individuals and families achieve financial security and build a brighter future. They understand that financial planning is a journey, and they are proud to be a trusted partner along the way.

👍 Reviews of Horizon Investment Group, Inc

Kelly C.

5/5

We met with the staff of Horizon Investment Group and they led us through the process of financial planning. Friendly and knowledgeable staff. We couldn’t be more satisfied with their guidance!

Bonnie B.

5/5

I love doing business with Julie and her staff!! They keep me up to date on my accounts, and make all transactions very easy. They also call and keep in touch to be sure i don't have any questions. A very trustworthy financial investment institution as well as the excelleth staff

Craig F.

5/5

Our company is switching over to Horizon Investments and we are looking forward to working with them. We have heard nothing but great things about the staff and company.

Ray B.

1/5

Don't invest your money or time with this company. There very misleading. Very dissatisfied with Julie and her staff.

Kimberly C.

5/5