Horizon Investment Group, Inc - Selma, Alabama

Horizon Investment Group, Inc.: Your Trusted Financial Planning Partner

Horizon Investment Group, Inc. stands as a dedicated financial services firm committed to delivering personalized investment guidance and comprehensive financial planning solutions to its clientele. Operating from its headquarters located at 418 Lauderdale Street in Selma, Alabama, the organization provides essential financial advisory services tailored to meet the diverse needs of individuals and businesses seeking to secure their financial future. With a focus on sound investment strategies and proactive financial management, Horizon Investment Group aims to empower its clients through informed decision-making and tailored financial solutions.

Core Services and Specialties

The primary function and expertise of Horizon Investment Group, Inc. revolve around its Financial Planner services. This specialization indicates a focused commitment to assisting clients in navigating the complexities of personal finance through customized planning. The financial planning process typically encompasses budgeting, saving, investing, retirement planning, insurance assessment, and estate planning, all delivered with a client-centric approach. The firm's emphasis on financial planning suggests a preference for long-term, relationship-driven interactions over quick, transactional engagements.

Financial planning within Horizon Investment Group's scope likely involves a thorough assessment of an individual's financial situation, goals, risk tolerance, and time horizon. By understanding these unique factors, the planners can develop bespoke strategies designed to optimize wealth accumulation and mitigate potential risks. This tailored approach ensures that each client receives advice relevant to their specific circumstances, fostering a sense of security and proactive financial management.

Physical Accessibility and Location

Horizon Investment Group maintains its operational base at 418 Lauderdale Street, Selma, Alabama 36701, United States. Situated in Selma, the company offers its services to residents and businesses within the local community and potentially beyond. The physical accessibility of the office is well-documented, featuring a wheelchair-accessible car park, wheelchair-accessible entrance, and wheelchair-accessible toilet. These features ensure that the facility is welcoming and accommodating to all clients, regardless of physical ability, reflecting a commitment to inclusivity.

This level of physical accessibility is a notable aspect for individuals seeking financial advice who rely on mobility aids. It signals that Horizon Investment Group is cognizant of the diverse needs of its client base and strives to provide a comfortable and barrier-free environment for meetings and consultations. Such considerations contribute to a positive overall client experience, reinforcing the firm's reputation for attentive service.

Operational Details and Client Interaction

For those seeking to engage with Horizon Investment Group, certain operational details are noteworthy. The firm recommends scheduling appointments, suggesting a preference for planned interactions over spontaneous visits. This practice allows for adequate preparation by the financial planners, ensuring that each client meeting is productive and addresses specific financial concerns comprehensively. Appointments also facilitate efficient time management for both the clients and the staff, optimizing the consultation process.

Contact information for Horizon Investment Group is readily available, including a direct telephone line at 334-431-5001. This phone number serves as a primary communication channel, enabling clients to inquire about services, schedule appointments, or seek immediate assistance. While a specific email address is not provided in the initial information, the phone line offers a direct line of communication. Additionally, the company maintains an online presence through its website, accessible at horizonigi.com. This digital platform likely provides further details about the firm's services, staff members, and potentially online resources for financial education.

Client Feedback and Reputation

The market perception of Horizon Investment Group is reflected in its performance on Google My Business, where it has garnered five reviews from clients. The average rating stands at 4.2 out of 5, indicating a generally positive experience among those who have utilized the firm's services. These reviews serve as valuable indicators of client satisfaction and the quality of service delivered.

Among the feedback, clients consistently praise the professionalism and expertise of the staff. One review highlights the friendly and knowledgeable approach of the team, emphasizing that clients feel satisfied with the guidance received. Another notable sentiment points to a specific individual, Julie, and her staff, lauding their consistent communication, ease of transactions, and proactive outreach to ensure client needs are met. This recurring theme of trust and excellent service underscores the firm's success in building lasting client relationships. The positive reviews suggest that Horizon Investment Group, Inc. not only offers competent financial advice but also prioritizes client communication and satisfaction, contributing significantly to its favorable reputation.

Conclusion: A Suitable Choice for Financial Planning

In summary, Horizon Investment Group, Inc. presents itself as a professional financial services provider, particularly adept in the field of financial planning. Its strategic location in Selma, Alabama, coupled with its noted wheelchair accessibility, ensures physical access for all potential clients. The recommendation of appointments allows for focused service delivery. Furthermore, the documented positive client feedback, highlighting staff expertise, personalized attention, and reliable communication, strongly supports the notion that this firm delivers on its core promise.

For individuals or entities in the Selma area or those willing to travel, seeking reliable financial guidance and tailored investment strategies, Horizon Investment Group, Inc. warrants consideration. The combination of its specialized services, physical accessibility features, and evidenced client satisfaction positions it favorably within the local financial advisory landscape. It represents a viable option for those prioritizing professional, accessible, and client-focused financial planning.

Practical Advice for Potential Clients

If you are considering engaging the services of Horizon Investment Group, Inc., it is advisable to initiate contact via phone at 334-431-5001 or explore their website at horizonigi.com to gather more detailed information about their specific offerings, planning processes, and fee structures. Scheduling a consultation is recommended to discuss your financial goals and assess whether their approach aligns with your needs. The firm's focus on communication and accessibility, as reflected in client reviews, suggests a collaborative environment conducive to achieving your financial objectives.

When meeting with the staff, be prepared to discuss your financial situation openly and honestly. Clearly articulate your short-term and long-term financial goals, as well as any concerns or risk preferences you may have. This information will enable the financial planners to provide the most relevant and effective advice. Utilizing the planning process thoroughly will maximize the benefits derived from the relationship with Horizon Investment Group, Inc.

Understanding the Financial Planning Process

Financial planning, as offered by Horizon Investment Group, is a comprehensive process designed to help individuals secure their financial future. It goes beyond simple investment advice, incorporating various aspects of personal finance. The process typically begins with a thorough assessment of your current financial status, including income, expenses, assets, liabilities, insurance coverage, and existing investments.

Based on this analysis, the financial planner will work collaboratively with you to establish clear, achievable financial goals. These goals might range from short-term objectives, such as saving for a down payment on a house, to long-term aspirations like retirement planning or funding education expenses. A crucial part of this stage involves understanding your risk tolerance and time horizon, as these factors significantly influence the recommended investment strategies.

Subsequent stages involve developing tailored action plans, often including recommendations for budgeting, saving techniques, investment allocations, insurance needs, and strategies for managing debt. The planner will also provide ongoing monitoring and adjustments to the plan as your circumstances or market conditions change. This continuous process ensures that your financial strategy remains aligned with your evolving goals and the current economic environment.

Digital Engagement and Transparency

In today's financial landscape, digital accessibility and transparency are crucial for client trust. While the specific features of Horizon Investment Group's website are not detailed, the provision of an online presence at horizonigi.com suggests a commitment to providing information resources to its clients. This digital platform may offer access to educational content, market updates, online account management tools (if applicable), and further details about the firm's services and team members.

The transparency demonstrated through client reviews, particularly those emphasizing clear communication and proactive service, indicates that the firm values client feedback and strives for openness. This combination of digital resources and client-centric practices positions Horizon Investment Group, Inc. as a modern and adaptable financial advisory service.

Building a Lasting Financial Partnership

Financial planning is inherently a long-term endeavor, requiring trust and ongoing communication between the client and the advisor. Horizon Investment Group, Inc. appears to foster this relationship through its service approach, as evidenced by client comments about being kept informed and having their accounts managed effectively. Building a lasting partnership involves regular reviews, discussing performance, and adjusting strategies as needed.

For clients seeking stability and personalized attention in managing their finances, Horizon Investment Group's focus on client relationships and demonstrated expertise suggests it can be a valuable partner. The emphasis on accessibility, both physically within their Selma office and through communication channels, further supports the potential for a positive and enduring client-advisor relationship. Horizon Investment Group, Inc. represents a dedicated resource for those looking to navigate their financial journey with confidence and competence.

👍 Reviews of Horizon Investment Group, Inc