Top Three Rated

Financial services in WINSTON SALEM

3 trusted local financial services in WINSTON SALEM, NORTH CAROLINA

Horizon Financial Services, LLC

3880 Vest Mill Rd #100, Winston-Salem, NC
5.0 (18 reviews) Since 2011
Specialties
Financial Planning Wealth Management Retirement Planning Investment Advisory Tax Minimization Strategies Estate Legacy Planning Risk Management Portfolio Management Financial Consulting Asset Allocation Educational Seminars Client Collaboration Personalized Advice Income Planning & Retirement Income Solutions
About Business

Horizon Financial Services is a fiduciary financial advisory firm in Winston Salem providing personalized wealth retirement and investment planning

Contact Information
Open Mon-Thu: 8:30am - 4: 30pm Fri: 8am - 2pm Sat & Sun: Closed
Additional Information
Pincode: 27103
Facilities
Free - Wifi Car Parking Transporation
Customer Review
I contacted Horizon Financial based on their reputation for trustworthiness, expertise, and commitment to our local community. From the start, John Brais and his team demonstrated patience, support, and a genuine dedication to educating me throughout a complex estate process. Thanks to their sound investment advice and consistent encouragement, I’ve been able to retire with confidence and pursue new interests. I’m deeply grateful for their guidance and highly recommend their services.
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Olya Dadressan: Primerica

250 W 1st St STE 103, Winston-Salem, NC
5.0 (5 reviews) Since 2008
Specialties
Financial Planning Investments Term Life Insurance Insurance Referral Programs Auto Insurance Referral Home Insurance Referral Identity Theft Protection Mortgage Referrals Retirement Planning Savings Strategies Financial Needs Analysis Wealth Building Client Consultations & Personalized Advice
About Business

Olya Dadressan Primerica is a licensed financial representative in Winston Salem offering personalized financial planning investments and insurance solutions

Additional Information
Pincode: 27101
Facilities
Free - Wifi Car Parking Transporation
Customer Review
Great experience! Our meeting with Olga went in very friendly atmosphere. I got all answers for many questions that were bothering me for many years. We’ve reviewed few options and came up with some plan. I would highly recommend Olga. I look forward to work with you for many years.
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J. Harris Financial

1305 Ashleybrook Ln, Winston-Salem, NC
5.0 (3 reviews) Since 2003
Specialties
Retirement Planning Financial Planning Tax Efficient Strategies Estate Preservation Long Term Care Risk Management Insurance Solutions Income Planning Wealth Preservation Personal Consulting Asset Planning & Retirement Income Strategies
About Business

J. Harris Financial is a Winston Salem financial planning firm helping individuals and retirees with personalized retirement and wealth strategies

Contact Information
Open Mon-Fri 9am - 5pm Sat & Sun: Closed
Additional Information
Pincode: 27103
Facilities
Free - Wifi Car Parking Transporation
Customer Review
Knowledgeable and I found his services helpful.
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