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
10-6-2020
October Market Update
Markets dropped early in September before partially recovering throughout the rest of the month. The S&P fell by 3.80% during the month, while the Dow lost 2.18% and the Nasdaq declined by 5.10%. Despite a disappointing September, all three indices ended the quarter in positive territory.
Contact Us
FOR A FREE CONSULTATION
(978) 774-2266
150A Andover Street
Suite 4-B
Danvers, MA 01923
Latest Tweets
11-4-2020
First Thoughts About the Election
“It will take as long as it takes,” a reported quote from the Pennsylvania attorney general about the vote count, can also apply to the election itself. Indeed, from where we stand right now, the Pennsylvania vote count will determine the election. We don’t know what the final answer is, and we don’t know when we will know. So, are we any further along than yesterday?