Amplifying success for independent advisors
Put our experts, services and tools to work for you.
Success can be exponential.
And whether you're already there
or on your way,
the right partner can help amplify
everything.
When you partner with Financial Horizons,
our team of experts
becomes your team of experts.
And everything we do is done to advance your goals.
You define success.
We help you achieve it.
Our team is your team. We take the time to truly understand your business and goals. Then, we bring the highest level of expertise, local knowledge and individualized service to help you achieve your vision of success.
Enhance your client relationships
We offer a comprehensive range of leading financial products and services to meet the needs of your current and future clients.
Grow your business
We offer personalized solutions to help you meet your clients’ goals and achieve your business growth aspirations.
Advanced market expertise
Uncover new opportunities to expand into affluent markets with our expert guidance on new and advanced markets.
Prioritize what matters most
We support, simplify and streamline your business so you have more time to focus on the bigger picture and your clients.
I know that there are quite a bit of MGAs for advisors to choose from, but I definitely feel from my own personal experience, that Financial Horizons is one of the very, very top MGAs that we can choose, and to grow together.
Financial Horizons really has a great team of people, both in the front office and in the back office, that help me run my business because when I'm moving a case along, it's extremely efficient.
If I need help with anything in my business, I'm able to get the support that I need and they've been very proactive with me in terms of how can they help with my practice.
What is David Cohen and what does David Cohen and Associates need support with?
And I've been able to grow my business uccessfully because of that support.
Financial Horizons has allowed me to venture off into advanced markets by introducing me to the right people, who are very knowledgeable about those more complex strategies.
With my bigger net-worth, clients, I love knowing that I have experts and specialists that I can go to a chartered accountant who steps in and will even attend calls with me.
Advanced planning teams to help us when we're running into some of our large cases.
They're just a phone call or an email away, and they're an excellent resource and they've always been there for me through key resources, through strategic partners, education, product knowledge and even assistance with underwriting.
So all these things become extremely valuable on the day-to-day basis.
And help eliminate some of the stress in my own practice, with that support.
So that support to me is invaluable.
With a wealth of experience in the financial industry, we’re a dedicated team of passionate, dynamic professionals, ready to help you reach what’s next on your horizon.