Client Service Comes First
Insight Financial Horizons is an independent firm. We are free to act in your best interest, without pressure to promote a particular product or strategy.
To leverage our capabilities, we have aligned with other individuals and firms to deliver a robust array of services and expertise. The following are some of the key associates who contribute to our service plan.
Commonwealth Financial Network®
Commonwealth is an independent broker/dealer headquartered in Waltham, Massachusetts. Because the firm is independently owned and managed, it is free to allocate resources where needed and to act in the best interests of financial advisers and their clients—not shareholders. This makes it easier to provide you with the best possible guidance and the prompt, personal service you expect and deserve.
We rely on Commonwealth to provide us with:
An investment and insurance platform that allows us to deliver the products you need
Expert resources on technical issues that affect your financial plan
Technology to manage your portfolio and your financial plan
Security to maintain your privacy
Regulatory oversight to assure that our business practices comply with the law
Committed to helping those in need
Commonwealth's commitment to service does not end with its advisers and their clients. For more than three decades, the firm has been dedicated to serving the communities where its employees and affiliated advisers work, live, and visit. Commonwealth Cares, a 501(c)(3) charity, was formed in 2010 to maximize the impact of those efforts. The foundation's mission is to provide contributions of time, talent, and financial support to a wide range of philanthropic efforts aimed at relieving human suffering, promoting social and economic growth, and sustaining and protecting our planet's resources. That kind of dedication to the greater good is just one more reason we're proud to be affiliated with Commonwealth.
National Financial Services LLC, Member NYSE/SIPC
An industry leader, NFS is an independent custodian, providing critical trade processing, clearance, and client reporting. They process tens of thousands of transactions for millions of investors like you every day.