Financial Planners in Troy

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“We moved our portfolio over to McFawn Financial Services close to 15 years ago and it was the best decision we've made. Dale, Pat and the rest of their team take great pride in cultivating a relationship with their clients, which means everything. Aside from the fantastic performance we've attained in our portfolio, Dale always takes the time to answer any questions we have and has really helped us create a crystal clear path to reach the goals we have set. We couldn't be happier.“

“Roffe' Hofmann is an excellent financial planner! He is not only a registered investment adviser but he knows how to explain things in a manner that is understandable and professional. I trust him explicitly!“

“I have been with the Horizon team for over seven years. Alex and Ryan were the team when I started and have found them to be men of integrity and high moral character. Their word was their bond and they have followed through on everything they told me. It has been exciting to see their business expand over the years and it is now truly a one stop shop for Weath Management, Taxes, and Estate Planning. Not only are Alex and Ryan my financial advisors but my wife and myself consider them our friends. We recommend them to anyone looking for a Wealth Manager.“

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“I have been working with Trevor over a decade and I can’t think of anyone I would trust my finances with other than Trevor and his team!“