Schedule a Call

We welcome the opportunity to talk to you to help determine if we are a good fit. We assist new clients with a minimum of $250,000 in investable assets. Please use our convenient scheduling tool below to set up a 15-minute introductory call.



Horizon Financial
4020 Copper View, Suite 230
Traverse City, MI 49684

Contact Us

P: 231.941.6669
F: 231.941.4492

Office Hours:

By Appointment Only