Reviews for Horstmann Premier Financial

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  • Jan 2024

    My husband and I have been clients of Joe Horstmann for a few years now and are extremely pleased with the assistance we have received. We have tried other financial companies where I have felt like a number. This has been a positive personal experience that is tailored to our individual needs. I also feel educated on the decisions we are making as he is extremely knowledgeable in everything we have invested in. We would highly recommend Horstmann Premier Financial for anyone interested in making positive financial changes in their life.

  • Jan 2024

    Joe has that perfect mix of personality and skill set. His comprehensive financial planning and advice has led me to feel more comfortable about my future retirement. Unlike previous financial planners I've seen he is driven by integrity and high commitment to the client and their particular interests and priorities. I feel very lucky to be working with Joe and recommend him without any reservation.

  • Jan 2024

    Joe does a great job of looking at your entire financial picture. I feel he is working in your best interest and not just trying to sell you something for his benefit. He is responsive when we have questions. You can tell he has passion for what he does and wants everyone to win! I would highly recommend!

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From Horstmann Premier Financial

As a local Ramsey Solutions SmartVestor Pro, we focus on financial planning and investment solutions for individuals, families, and small business owners. A focus on managing risk while giving clients a choice on fees. As an independent firm we develop individual plans customized to the specific needs of the individual. Services include: stocks, bonds, mutual funds, Roth and Traditional IRAS, SEP/SIMPLE IRAS, college savings, payroll deducted programs for employers and life protection. We also assist in many estate planning strategies, and wealth transfer.

Hours

Monday: 9AM - 5PM
Tuesday: 9AM - 5PM
Wednesday: 9AM - 5PM
Thursday: 9AM - 5PM
Friday: 9AM - 5PM
Saturday: ClosedSunday: Closed

Ratings

Google Google: 5/5

Horstmann Premier Financial

1016 Pine St, Highland

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