Horizon Wealth Management - La Grange, Illinois

Okay, here’s a detailed overview of Horizon Wealth Management, crafted as a helpful and informative assistant, aiming for a formal and approachable tone:

Horizon Wealth Management: A Comprehensive Overview

For individuals and families seeking expert financial guidance, Horizon Wealth Management presents itself as a dedicated and responsive firm. Located at 22 Calendar Ave 2nd floor, La Grange, IL 60525, and reachable at Phone: 083524300, Horizon Wealth Management is committed to providing tailored financial planning solutions.

Specialties and Services

The firm specializes in financial planning, assisting clients with a wide range of financial needs. This includes retirement planning, investment management, education funding, tax planning, and estate planning. They strive to build long-term relationships based on trust and a deep understanding of each client's unique circumstances and goals. It’s evident that they prioritize a consultative approach, focusing on creating strategies designed to meet specific aspirations.

Location and Accessibility

Horizon Wealth Management’s physical location in La Grange, Illinois, offers a convenient and accessible service to the surrounding community. The office building boasts several features designed to ensure comfort and ease of access for all clients. Notably, there’s a wheelchair accessible entrance, a wheelchair accessible parking lot, and a wheelchair accessible restroom. Beyond these accessibility features, a standard restroom is also available. Appointments are highly recommended to ensure dedicated time and attention for each client, reflecting a commitment to personalized service.

Client Feedback and Reputation

Horizon Wealth Management maintains a robust online presence, with six reviews available on Google My Business. The average opinion is an impressive 5/5, indicating a consistently positive client experience. Based on these reviews and the firm's operational focus, it appears clients value the team’s dedication, knowledge, and patience in addressing their financial concerns. There's a clear sense of responsiveness and a proactive approach to client communication. The consistent praise suggests a strong emphasis on building relationships and providing clear, understandable advice.

Key Information for Prospective Clients

Website: horizonwealth.biz
Address: 22 Calendar Ave 2nd floor, La Grange, IL 60525
Phone: 083524300
Services: Comprehensive Financial Planning (Retirement, Investments, Education, Taxes, Estates)

Horizon Wealth Management’s commitment to accessibility, coupled with consistent positive client feedback, establishes them as a reliable and client-focused financial planning firm. They demonstrate a dedication to clear communication and a thorough understanding of their clients’ needs.

Final Recommendation

For those seeking a knowledgeable and approachable financial planner, Horizon Wealth Management is a strong consideration. We encourage potential clients to explore their services further and schedule an appointment by visiting their website at horizonwealth.biz. Taking the first step to discuss your financial goals with the team could be the most rewarding decision you make.

👍 Reviews of Horizon Wealth Management

Maryann P.

5/5

Ryan and his team are dedicated, knowledgeable and very patient with my questions and occasional concerns. I receive immediate responses when contacting them and I’m very pleased with the management of my accounts!

Susan K.

5/5

Paul Fousek has been my financial advisor for approximately 25+ year. I trust Paul to always have my best interest when making investment decisions. Besides investments Paul is very knowledgeable about advising about the importance of having a trust, and advising me about 529 college funds for my 7 grandchildren. I have consulted with Paul about the preparation for the future & the end of life. My parents had Paul as their financial advisor and he also handled one of my aunts investments.
I can call Paul’s office whenever I have questions, need additional funds or help with the grandchildren’s 529 funds. The office personnel is knowledgeable , pleasant & helpful to solve problems.
I have recommended Paul Fousek, as a financial advisor, to several people who have put their financial trust in Paul’s hands and they too are extremely satisfied.
Todays date is 1/18/2025
I would like to add to my previous review. When my parents passed, Paul was so very helpful. He sat with myself and my sister, when ever we had a meeting regarding distributions.
His support was very much appreciated. Horizon also keeps me well informed about the market and our economy. Thank you for the continued information.

Carol K.

5/5

Thankful for the care than Ryan takes of our accounts. He is always willing to take time to answer any questions we have and keep in touch with updates.

Debbie N.

5/5

Working with Ryan is wonderful! He always listens to us and respects our wishes; as we do his. I was able to retire early and I owe it all to him!

Sue N.

5/5

I have said it before, and I will say it again. This is a group that actually makes investment decisions that have your best interests in mind. We don't recommend companies often but, this one we absolutely recommend. They are a very knowledgeable group of individuals, and we are really impressed with their expertise and decisions as our financial advisors.

Marsha T.

5/5