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
July Market Update
June was another positive month for markets, despite concerns about the spread of the coronavirus causing some volatility near month-end. All three major indices posted positive returns for the month. The S&P 500 returned 1.99%, the Dow gained 1.82%, and the Nasdaq rose by 6.07%.
Video update on markets & virus
In the past week, we’ve seen signs of progress in the coronavirus pandemic. As such, it’s a good time to evaluate where we are with containing the virus—and what comes next for the markets and economy. Watch Brendan Maloy provide a video update on these topics.