Horizon Advisers
Horizon Advisers is a group of financial professionals working together to best serve our clients. Our advisement teams will work with you to- Build and protect your wealth through suitable investments and diversification - Implement advanced tax strategies*- Protect your assets from long term care and other unexpected life events Horizon Advisers is constructed with a team approach. We believe in specialty. In today's rapidly changing environment, it is difficult to be an expert in all areas of the various financial disciplines. Advisers today face changes in regulation, the amount of information available, and compatible solutions. Horizon has two major focus areas. The first area is designed to meet the needs of individuals and families. The other focus area is providing consulting with a variety of retirement plans. This includes fiduciary consulting, plan design, and advisory investment services. Horizon Advisers often serves clients' needs in both areas. Our talented team members collaborate to provide the best plans available to our clients. Horizon Advisers professional accounting partners serve both individual and business needs. A close working relationship between our financial advisers and accounting and tax specialists allows our team to more effectively manage client accounts. Our accounting and consulting partnerships play a major role in Horizon's commitment to offering a holistic financial planning service. Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. Horizon Advisers is not a subsidiary of nor controlled by Cetera Wealth Services LLC *Neither Cetera Wealth Services LLC nor its representatives offer tax or legal advice. Please consult with your tax and legal advisors regarding your individual situation.
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Verified contacts
19
available on Kipplo
LinkedIn employees
25
11 to 50 range
Open roles
—
no listings
Distinct roles
12
indexed titles
Tech stack
2
tools in use
Monthly traffic
130
organic / mo
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Decision-makers and verified team members
19 contacts with verified email or phone · masked until revealed.
- TP
Thomas P. Bellos
Financial Advisor Partner · Finance & Accounting
EmailPhone - IM
Ian Manten
CPA · Finance & Accounting
EmailPhone - LM
Linda Muha
Administrative Coordinator · General Business & Management
EmailPhone - LS
Lori Susalla Oancea
Attorney at Horizon Legal Services, Pllc Financial Advisor at Horizon Advisers · Legal
EmailPhone - RH
Ryan Hoff
Financial Advisor · Finance & Accounting
EmailPhone - MK
Matt Kreager
Director of Financial Planning · Finance & Accounting
EmailPhone - CA
Collin Allor
Intern · Finance & Accounting
EmailPhone - FS
Filip Steciak
Intern · Finance & Accounting
EmailPhone - JJ
John Jay Schuch
Financial Advisor · Finance & Accounting
EmailPhone
Showing 9 of 19 verified contacts
Top roles at Horizon Advisers
12 distinct titles indexed · top 10 shown.
- 3financial advisor
- 2administrative coordinator
- 2client services associate
- 2intern
- 1attorney at horizon legal services, pllc financial advisor at horizon advisers
- 1bookkeeper
- 1cpa
- 1director of financial planning
- 1financial advisor partner
- 1financial planning analyst
- +2more titles
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