Form CRS placeholder
Placeholder link for the client relationship summary document. This should point to the final PDF when approved.
Document link placeholderDisclosures
Disclosure and regulatory information.
This page now carries the disclosure language you provided, along with placeholders for the supporting regulatory documents that will be linked later.
Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security.
Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and or tax professional before implementing any strategy discussed here.
The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites.
Securities offered by Registered Representatives through Private Client Services, Member FINRA and SIPC. Advisory products and services offered by Investment Advisory Representatives through Horizon Advisory Services, Inc., a Registered Investment Advisor, doing business as Horizon Financial.
Private Client Services and Horizon Advisory Services, Inc. are unaffiliated entities.
Our Advisors are Securities Registered in the following states: AZ, CO, FL, GA, IN, MA, MD, ME, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA
Our Advisors offer advisory products and services in the following states: FL, NC, NY, PA, SC, TX
Supporting documents
Form CRS, ADV brochure, and privacy materials can slot in here.
These links are placeholders for the final approved documents. Once you have the PDFs or URLs, I can connect them directly.
ADV brochure placeholder
Placeholder link for the Horizon Advisory Services, Inc. brochure document, typically provided as a PDF.
Document link placeholderPrivacy Policy document placeholder
Placeholder link for the final privacy policy PDF or hosted document, to be added once approved.
Document link placeholder