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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
Stressed Man

3-6-2020

Finding Perspective Amid Coronavirus Concerns

We recently saw one of the worst weeks in history for the stock market, followed by the best single-day rally for the Dow in anticipation of a rate cut from the Fed. With such volatility all but assured until the coronavirus appears to be under control, it’s understandable to fear that we’re on the road to another financial crisis. What can investors do to protect themselves?

Stock Market Quotes

2-26-2020

What Does the Coronavirus Mean for Investors?

Despite attempts by Chinese authorities to contain the coronavirus, the numbers make clear that the virus is now spreading around the world. According to the World Health Organization, there are 79,331 confirmed cases, of which 77,262 are in China and 2,069 are outside of China (as of February 24, 2020).

Contact Us

FOR A FREE CONSULTATION

(866) 661-9066

150A Andover Street

Suite 4-B

Danvers, MA  01923

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EMAIL

info@wealth-insight.com

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INSIGHT FINANCIAL HORIZONS

​150A Andover Street, Suite 4-B, Danvers, MA  01923

Phone: (866) 661-9066    |    Fax: (978) 774-2066

This communication is strictly intended for individuals residing in the states of CA, CO, DC, DE, FL, MA, MD, ME, MI, NH, NJ, NY, OR, PA, TX, VT, UT.  No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.  Securities and advisory services offered through Commonwealth Financial Network®. Member FINRA, SIPC, a Registered Investment Adviser.

 

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