Phone Call / Virtual Meeting
Chat with us for scheduling assistance or any inquiries!
Initial Consultation - Orrville Office
Let us help you meet your financial goals!
Review Meeting - Orrville Office
It's time to discuss areas of change, see where you're at, set goals, and strategically plan around your finances!
Planned Presentation - Orrville Office
We can talk through our customized financial plan created just for you!
Initial Consultation - Berlin Office
Let us help you meet your financial goals.
Review Meeting - Berlin Office
It's time to discuss areas of change, see where you're at, set goals, and strategically plan around your finances!
Planned Presentation - Berlin Office
Let's look at your current financial standing more in depth.
Initial Consultation - Wooster Office
Let us help you meet your financial goals!
Review Meeting - Wooster Office
It's time to discuss areas of change, see where you're at, set goals, and strategically plan around your finances!
Planned Presentation - Wooster Office
We can talk through our customized financial plan created just for you!
Initial Consultation - Uniontown Office
Let us help you meet your financial goals!
Review Meeting - Uniontown Office
It's time to discuss areas of change, see where you're at, set goals, and strategically plan around your finances!
Planned Presentation - Uniontown Office
We can talk through our customized financial plan created just for you!
Horizon Semi-Annual Review
Meeting to review financial goals allows you to stay on track, assess any changes in circumstances, and adjust your strategies as needed.
Horizon Semi-Annual Phone Call
Phone Call to touch base with Horizon Clients between Semi-annual in-person reviews.