Welcome
I seek to understand my clients broadly and deeply enough to find the opportunities that add value not only to their financial objectives, but also to their life aspirations. I determine what’s really important and develop actionable, flexible strategies to help them meet their financial needs. I also design socially responsible investing portfolios for those who want to truly align their values with their investments, while also helping to deliver the financial returns that they desire.
Ask me about Women and Company®, a program offered by Citigroup to help women address the unique financial challenges they may face in their lifetimes. Visit www.womenandco.com.
FEATURED REPORT
BULLETIN BOARD
- Are you ready for retirement? We think of retirement as part of the bigger picture- your life. Whatever you have in mind, the ideal is to have the flexibility to make choices based on what you want to do, not what you have to do. Call to develop a plan for achieving the retirement you envision.
- If you are considering starting or upgrading your retirement plan for your business, see brochures for some timely information.
- Is aligning your investments with your values and social beliefs important to you? If so, talk to me about socially responsible investing.
William J. Horn is licensed in the following state(s): CA, CT, FL, MA, ME, NC, NH, NY, RI
This listing is intended for informational purposes only and does not constitute an offer to sell or an offer to buy any security. This site is published in the United States for U.S. residents only.
Citigroup Inc. and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
