Our Services

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

 

 

  • Financial Strategies
  • Investment management
  • Stocks, Bonds, ETF's, Mutual Funds
  • Annuities
  • Life/Long Term Care Insurance
  • Health / Disability Insurance
  • Estate Conservation
  • Roth / Traditional IRA Accounts
  • College Funding
  • Tax Preparation
  • Payroll Services

 

Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc., Member FINRASIPC, and Registered Investment Adviser, PO Box 64284, St. Paul, MN 55164 (800)800-2638. Horizon Financial Services, LLC, and Woodbury Financial Services, Inc., are not affiliated entities.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck