Our Commitment to You
The Horizon team is committed to fully understanding your family’s goals and needs. We strive to keep our client’s best interest behind each financial recommendation we make and provide clear and timely communications. Our team offers comprehensive breadth of industry knowledge and works to meet investment performance expectations. We focus on protecting our clients from downside risk and pride ourselves on quick problem resolution.
We can act as the personal CEO for your financial affairs and help create and execute an up-to-date formal financial plan. We consistently deliver high level personal service and fully disclose all of our fees. Our team can help you organize and catalogue your important financial documents. We also provide insurance reviews and can introduce you to our personal and professional networks.
Get better acquainted with us and how we can help you.
Financial Advisor, RJFS Senior Managing Director, Pinnacle Asset Management
Being here and knowing you enable us to be a trusted partner you can count on. You know the reasons you’re working so hard. We want to know them as well – and help you plan for all you want to achieve.
- The Horizon Group
- 100 Corridor Rd Suite 101 Ponte Vedra Beach, FL 32082
- T: 904.709.4006
- Map & Directions
- Map & Directions
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.
Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Pinnacle Bank, The Horizon Group and Pinnacle Asset Management are not registered broker/dealers and are independent of Raymond James Financial Services. Investment products are: not deposits, not FDIC/NCUA insured, not insured by any government agency, not bank guaranteed, subject to risk and may lose value.
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