Horizon Wealth Strategies, LLC

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21 Maple Street
Somerville, NJ 08876
  • Office: 908.698.4339
  • Toll Free: 888.549.1856
  • Fax: 908.698.0753

  • E-mail address: info@hwsnj.com
  • E-mail address: mark@hwsnj.com
  • E-mail address: irene@hwsnj.com
  • E-mail address: mike@hwsnj.com
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Horizon Wealth Strategies, LLC

Contact Us

21 Maple Street
Somerville, NJ 08876
  • Office: 908.698.4339
  • Toll Free: 888.549.1856
  • Fax: 908.698.0753

  • E-mail address: info@hwsnj.com
  • E-mail address: mark@hwsnj.com
  • E-mail address: irene@hwsnj.com
  • E-mail address: mike@hwsnj.com
LinkedIn Facebook Twitter
 
 
  • Home
  • About Us
    • Lifetime Wealth PortfoliosSM
    • CPA & Attorney Resources
    • Our Team
    • Our Location
    • Solutions for Individuals
    • Our Process
    • Solutions for Businesses
    • Helpful Links
    • Eagle Strategies LLC
    • Newsletters
    • Our Resources
    • Video Library
    • Upcoming Classes
    • Location & Contact
    • Client Login
    • Collaborating With Your Advisors
    • Our Firm
    • Who We Serve
    • Upcoming Seminars
    • Upcoming Seminars
    • Upcoming Seminars
    • Upcoming Seminars
    • The Advanced Planning Group
    • Texas and New Jersey Classes
    • Where We Do Business
    • Texas Upcoming Classes
    • New Jersey Upcoming Classes
    • 2023 Upcoming Seminars
  • Account Access
    • Online Account
    • NYLIFE Securities
    • MainStay Mutual Funds
  • Contact Us

Mark D. Olson, Irene Stolte (California Insurance License #OK06296), Michael Ferrara, CFP®, LUTCF®, and Matt Kennedy are agents collectively licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent insurance companies in the states of CA, CO, CT, DE, FL, GA, MA, MD, NC, NH, NJ, NM, NY, OH, OR, PA, SC, TN, TX, VA, WY. No insurance business may be conducted outside of these states referenced.

Mark D. Olson, Irene Stolte, Michael Ferrara, CFP®, LUTCF®,  and Matt Kennedy are Financial Advisors collectively offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser, in the states of CO, CT, DE, FL, MA, NC, NH, NJ, NM, NY, OR, PA, SC, TX and VA. As such, these services are strictly intended for individuals residing in the states referenced.

Mark D. Olson, Irene Stolte, Michael Ferrara, CFP®, LUTCF®, and Matt Kennedy are Registered Representatives collectively of and offer securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency. In this regard, this communication is strictly intended for individuals residing in the states of CA, CO, CT, DE, FL, GA, MA, MD, NC, NH, NJ, NY, OH, OR, PA, SC, TN, TX, and VA. No offers may be made or accepted from any resident outside the specific states referenced.

Mark is located in the Austin office; Irene is in the Somerville office; Michael is in the New Braunfels office; and Matthew is in the Hackettstown office.

Horizon Wealth Strategies LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.

1Neither Horizon Wealth Strategies LLC and it's employees nor Eagle Strategies LLC or its advisors or affiliates provide tax, legal or accounting advice. Please consult your own tax, legal or accounting professional regarding your particular situation.

Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies. 

 

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NYLIFE Securities LLC, Member FINRA/SIPC.

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