Horizons Wealth Management Claim this business
About
Horizons Wealth Management is a accounting located in Greenville. They offer finance, consultant and service services. Rated 4.8 stars from 14 Google reviews.
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- Address220 N Main St Suite 500, Greenville, SC 29601, USA, Greenville 29617
- Phone(864) 516-7501
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Reviews
I could have used chatGPT, or AI out there to review David and Minouche, and Susan and Glen at Horizon Wealth Management, but this is the transparent truth. There’s never been a time, in the decade plus that I’ve been with this firm, that I was worried they weren’t doing the best by me. They’ve been spectacular, helping me and my family, whenever I need them. Most of us choose a wealth advisor because well, we don’t know what we are doing when it comes to investing our money, and making the right choices. The bonus with David and team, is that they get to know you, your parents, your kids, your lifestyle, and they help you to feel good about these decisions, because they’re the right ones for you, at that time, and for the long plan. This team is available, by phone email or text, or a quick visit in the office. They’re excited when you have kids that graduate, or you buy and sell your home, or take a trip you’ve always wanted. Definitely recommend. 5stars. Give them a try.
We have been with Horizons Wealth Management for around 20 years. They are so good with keeping you informed about your investments, answering questions, ensuring your tax obligations are minimized as much as possible and making wise investments. All of their employees are very competent, highly responsive and so friendly. We feel very fortunate that they are our financial advisors and couldn't be more satisfied.
We've trusted the team at Horizon with our most critical financial decisions, from retirement planning to long-term investment strategy. David, Glen, Susan, and Minouche are always accessible and take the time to explain complex topics in plain language. It’s rare to find a firm that provides this level of consistent, thoughtful guidance. We wouldn't go anywhere else.
We have found Horizons Wealth to be very knowledgeable and consistent in their approach. No high pressure sales pitch, just options and guidance. Everyone is accessible and responsive. We feel they are genially concerned with our investments.
Great Professionals! The team at Horizon Wealth Management are always available to answer any financial and retirement questions. We have had the pleasure of working with them for eight years. Through all the ups and downs with our economy our portfolio has grown and prospered under their guidance and I feel certain this trend will continue. I highly recommend David and his team for anyone looking for a solid wealth management company!