Investment Services

Pursuing your financial goals is more complex than ever. New types of securities, an ever-changing U.S. economy, and dynamic global markets all create opportunities – but only for those who have the time and experience it takes to make the right decisions.

You can join the select group of investors who rely on our time and experience. Because we devote our every effort to pursuing your investment objectives, you can take time to enjoy life. Not only will you meet the investment challenges of today, you’ll capitalize on the opportunities of tomorrow by adopting our disciplined approach to money management. We seek to enhance your personal wealth by pursuing growth over the long term.

As a matter of policy, we manage your money as if it were our own. In fact, the very nature of the fiduciary relationship ensures that our success depends upon your success – not on transaction volume or other investment approaches that can jeopardize the short-term stability of your investment portfolio.

Our financial relationship extends beyond investment expertise. We also offer a high level of personal service that is hard to match in today’s financial climate. We make every effort to understand you and your needs – all to offer you a very different kind of financial relationship.

• Professionally managed, customized investment portfolios
• Wrap Accounts
• Employee Retirement Plans – 401k’s , Defined Benefit, Profit Sharing Plans, Money Purchase Plans, Simple IRA Plans

Full Service Brokerage - As a full service broker dealer,New Horizons has access to:

• NYSE listed stock
• OTC stocks
• Corporate Bonds
• Municipal Bonds
• Government Bonds
• Agency Issues
• Open and Closed End Mutual Funds

Planning Services - New Horizons can help identify your specific goals and develop strategies to make your goals a reality including:

• Individual Financial Planning
  • Retirement
  • College
  • Wealth Accumulation
• Estate Planning
  • Trusts: Testamentary, Irrevocable Living and Inter Vivos
  • Generation Skipping
  • Family Foundation
• Business Continuation Planning
  • Key Man
  • Buy Sell Agreements
  • Disability Buy Out
  • Estate Planning