Affiliations
Though Horizon Financial Advisors is independently owned and operated, its advisors are affiliated with Trustmont Financial Group/Trustmont Advisory Group located in Greensburg, PA. As FINRA-licensed securities representatives, Horizon’s advisors use Trustmont Financial Group as its broker-dealer on any investment transactions involving securities and use Trustmont Advisory Group as its Registered Investment Adviser on any transactions involving fee-based portfolio management. Trustmont, a FINRA/SIPC member, is located at 200 Brush Run Road in Greensburg, PA. Their phone number is (724) 468-5665.
When offering annuity and insurance products, Horizon consults with a number of insurance brokerage firms located in eastern and western Pennsylvania. In this capacity, the advisors are acting as Pennsylvania-licensed insurance agents.