Form ADV & CRS Summary
In accordance with securities industry regulations, Horizon Advisory Services, Inc. d/b/a Horizon Financial, a registered investment advisory firm, is required to offer copies of our Firm’s Disclosure Document, known as its Form ADV, at no charge. This form outlines the services Horizon Financial provides to our advisory service clients, along with information about how those services are provided and the qualifications of our advisors. To view a copy of the most recent Horizon Advisory Services, Inc. Form ADV and CRS Summary, please click the button below:
Privacy Policy
At Horizon Financial, we take seriously our responsibility to safeguard the nonpublic personal information our clients entrust to us. Each new client receives a copy of our Privacy Policy at the start of the advisory relationship. We provide our Privacy Policy to clients annually, and we will also provide an updated copy whenever we make a change that requires a revised notice. Our Privacy Policy describes how we collect, use, share, protect, retain, and dispose of client information, and how we respond to data incidents, under SEC Regulation S-P. To view our current Privacy Policy, please click the button below: