Horizon Financial - Greilickville

Reviews, get directions and information for Horizon Financial

"At Horizon Financial, we are woman owned business serving northern Michigan for 30 years. We offer comprehensive financial planning and wealth management with a CFP and an MBA on staff. We were born and raised here. Our staff to can provide more in-depth service with our client-to-team member ratio is 35:1. We have a 95% client retention rate. Clients tend to stay with us and refer us to others."

Address: 12935 S W Bay Shore Dr #220, Traverse City, MI 49684, USA

Phone: (231) 941-6669

Website

State: Michigan

County: Leelanau County

City: Greilickville

Zip Code: 49684

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Reviews

Holly and her team are such a great group of professionals!  I appreciate that they always have the client's best interest at heart.  In an industry where there is so much unknown, it is comforting knowing you can count on them to provide the best service.  I recommend them to anyone looking for solid financial advising partners!

I have worked with Holly for over 25 years and I couldn’t be happier!! In the uncertainty of the financial climate, Holly has always been spot on with her advice and service! Very Professional and more importantly trustworthy!!

AMAZING!!  Holly and her staff were great to work with.  Prompt and professional in all avenues.  I would highly recommend Horizon Financial to all my friends and family.

We've worked with Holly Gallagher and the Horizon Financial office 20+ years.  She and her team are always responsive and offer great advice and direction for all of our investment and insurance needs.

Holly is very smart and conscientious and shares resources and information that are invaluable to all those she cares for. She’s a trusted advisor who truly cares about her clients!

Very unprofessional and difficult to work with.

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