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Accounting Firm

Horizon Financial Services

Financial services firm offering insurance, annuities and investment advice to individuals, families and employers

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About Horizon Financial Services

Horizon Financial Services is a privately owned financial firm whose roots go back to 1963. It focuses on protecting and building the finances of individuals and families, and says nearly all of its business comes through referrals.

What Horizon Financial Services offers

  • Life insurance — cover for individuals and families.
  • Health and group cover — individual health insurance and group health plans.
  • Disability income insurance — income protection cover.
  • Long-term care insurance — cover for later-life care costs.
  • Annuities — retirement income products.
  • Retirement plans — information on 401(k) arrangements.
  • Investment advisory — securities and advice offered through Woodbury Financial Services, Inc., which is not an affiliate.

Who it works with

Individuals, families and employers. Clients may choose fee-based or commission-based arrangements.

Key facts

  • Roots: 1963
  • Ownership: privately owned
  • Regulation: securities offered through a FINRA and SIPC member and registered investment adviser

Profile written by TrustList from the business's own published information, Oct 2026.

Categories & features

Rankings

As of 2026-10-05. Organic ranks only; sponsored placements are never ranks.

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