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Horizons Wealth Management
82 Patton Avenue, Asheville, North Carolina, United States
About the Horizons Wealth Management
Horizons Wealth Management is a premier finance institution located at 82 Patton Avenue in Asheville, North Carolina, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals and secure their financial future. We offer personalized wealth management services tailored to each client's unique needs and objectives. Whether you are planning for retirement, saving for your child's education, or looking to grow your investment portfolio, Horizons Wealth Management is here to provide expert guidance and support every step of the way. Contact us today to schedule a consultation and start building your financial future with confidence.
82 Patton Ave STE 206, Asheville, NC 28801, United States
Opening hours of Horizons Wealth Management
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Day off
Sunday:
Day off
Reviews of Horizons Wealth Management
"My husband and I have been clients of HWM for over 10 years, and we highly recommend them for financial planning services. The HWM team is professional, friendly, helpful, knowledgeable and communicate well with us. Whether we meet with them in person, communicate through email or talk over the phone, we receive the answers and information that we need. They help us to look at our portfolio with our unique investment opportunities, and our comfort/risk levels so that we can make intelligent decisions together in order to reach our investment goals for retirement."
"My husband and I found HWM by searching for financial planners prior to retiring in 2019. After meeting David, Glen and Susan, we knew we had a good fit. The most important requirement for me was to have people we could trust and there is no question of trust with them. They are all knowledgeable, professional, good communicators and responsive to our needs. We did interview one other company but there was no question that we would choose HWM. Fast forward 1 1/2 years later and we are very happy with this firm. This past year has been financially tumultuous, but with HWM at the helm we have not only survived but have been very happy with the gains we have made in our portfolio!"
"I’ve been incredibly impressed with the team at Horizons Wealth Management. David, Glen and Susan are quick to respond to any questions I may have, and have been our “comfort factor” for several years now. We’ve met with them numerous times to reassess our strategy and always come away reassured that our approach stays on target. The fact that they’re a fee-only firm means they don’t push products we don’t need in order to earn commissions. And since they’re held to the Fiduciary Standard, they have to—by law—act only in our best interest. Good to know. I recommend HWM wholeheartedly."
"So grateful for the guidance of Horizons. They took the time to get to know me and my goals and treated me as an important client even when I was just starting the process of saving and investing. Their advice has helped me make a plan for the future and I would definitely recommend them to family and friends."
"Knowledgeable, professional, and very service-oriented. They spent time to get to know my husband and I and understand our needs as we moved into retirement. They are always accessible and responsive to questions or concerns. They review our portfolio on a regular basis and keep us informed, suggest options and help us make decisions based on our own needs. I especially appreciate that they pay attention to our financial and investment goals."
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