BBB Accredited Business Profile

Horizon Financial Services, LLC

Horizon Financial Services, LLC

(336) 659-7060

Horizon Financial Services, LLC

13 years in business
3880 Vest Mill Rd Ste 100
Winston Salem, NC 27103-1323
Fax Numbers
  • (336) 659-7061
Additional Phone Numbers
  • (866) 408-1437
Additional Email Addresses
BBB File Opened: 07/11/2002
Business Started: 07/06/2004
Business Started Locally: 12/19/2001
Business Incorporated: 08/01/2011 in NC
Type of Entity
Limited Liability Company (LLC)
Business Management
  • Ms. Melissa Chadwick, Director of Operations & Marketing
  • Mr. John Brais, CEO
  • Ms. Julie Sayers, Director of Finance & Operations
Business Category
  • Investment Advisory Services
  • Financial Planning Consultants
  • Life Insurance
  • Annuity
  • Retirement Planning Services
  • Financial Services

Number of Employees: 
Methods of Payment

Refund & Exchange Policy: 
Not applicable.
BBB accredited business



When it comes to securing your future, relationships make the difference. Those that last for the long term are built on respect, commitment and genuine caring. At Horizon Financial Services, LLC we truly value our clients. We invest time to build lasting, personal relationships. It’s our belief that your long-term financial success requires a solid financial plan and our time-tested commitment to you. Our comprehensive services include retirement planning and investments, financial analysis, IRA & Roth planning, income and tax planning, estate and charitable gifting, life insurance and annuities and college planning.

Let's socialize:

BBB Reason for Ratings

BBB rating is based on 13 factors: Get the details about the factors considered.

Business Profile

Licensing information is provided in the BBB Business Profiles to inform the public about industries that may require professional licensing, bonding, or registration. Better Business Bureau encourages you to check with the appropriate agency to be certain any requirements are currently being met.
BBB promotes truth in advertising by contacting advertisers whose claims conflict with the BBB Code of Advertising. These claims come to our attention from our internal review of advertising, consumer complaints and competitor challenges. BBB asks advertisers to substantiate their claims, change ads to make offers more clear to consumers, and remove misleading or deceptive statements.
BBB reports on known significant government actions involving the business's marketplace conduct.
BBB reports on a company that is out of business for one year from the date the company closes its doors or ceases to do business.
BBB reports on unauthorized use of the Better Business Bureau's name and/or logo for as long as the business continues to use it in any advertising, or for one year after the business ceases any repeated unauthorized uses.
BBB reports on a business’s bankruptcy as long as the business remains in bankruptcy.
BBB reports when mail sent to the business was returned by the Postal Service.

Horizon Financial Services, LLC

Horizon Financial Services, LLC


Customer Review Rating:

There are NO reviews for this business.
Be the first to leave a review!
This business has no complaints filed