Contact Us

Please contact us with any questions or to set up a free initial consultation:

Telephone:
(231) 941-6669
Toll Free: (800) 495-3462

Fax:
(231) 941-4492

Office Location:
12935 South West Bayshore Drive
Suite 220
Traverse City, MI 49684
*We are located in the Center Pointe Building.

Directions to our office
Please enter your starting address to get customized directions to our office.

Horizon Financial Forms and Documents

Materials to bring to first meeting

Client Intake Form

This communication strictly intended for individuals residing in the states of AK, AZ, CA, FL, IL, MD, MI, NV, OK, OR, PA, TX. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA, SIPC, a Registered Investment Advisor.