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Who We Help

 

Whether you're planning for retirement, are in the midst of a life transition, or considering what's next in your life journey, we can help.

 

Insight Financial Horizons is a premier financial services firm on the North Shore of Boston, focusing on helping our clients navigate life’s many crossroads.

What We Do

 

We are CERTIFIED FINANCIAL PLANNER™ practitioners with more than 50 years of combined industry experience. 

 

We bring independent advice, exceptional service, a philanthropic spirit, and a world of experience to the financial planning and wealth management process.

Recent News & Events
Navigating in Woods

7-22-2021

Midyear Outlook 2021: Finding Our Way Back to Normal

Halfway through 2021, we can finally see the light at the end of the pandemic tunnel. There has been much progress with public health and the economy. Vaccines have controlled the virus and brought new case growth down to pandemic lows. Millions of jobs have returned as the country has reopened. But as we enter the second half of the year, new problems have emerged.

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7-12-2021

Mid Year Outlook Video

As we head into the second half of 2021, the virus appears to be contained at the national level.  We're on the road back to normal—but will risks like labor shortages, supply-chain gaps, and inflation derail the recovery? Watch our Mid Year Outlook video to find out.

Contact Us

FOR A FREE CONSULTATION

(978) 774-2266

150A Andover Street

Suite 4-B

Danvers, MA  01923

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EMAIL

info@wealth-insight.com

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