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A Family Focused Approach A large number on a piece of paper is not the goal. Making life more enjoyable, however you define it, is the goal. For more than 35 years we have been focused on helping families with their finances, providing the confidence for you to simply focus on enjoying life. Isn't that what it is all about? At New Horizons, family is the driving force, and enjoying life the focus. Investments, insurance, cash flow - these are all just tools to allow you to achieve what you actually want to do in your l... read more
240 Cedar Knolls Road, Suite 306, Cedar Knolls, NJ, 07927, United States
Get directionsWeekday | Schedule | Status |
---|---|---|
Mon | 9:30 a.m. to 4:00 p.m. | |
Tue | 9:30 a.m. to 4:00 p.m. | |
Wed | 9:30 a.m. to 4:00 p.m. | |
Thu | 9:30 a.m. to 4:00 p.m. | |
Fri | 9:30 a.m. to 4:00 p.m. | |
Sat | Closed | |
Sun | Closed |
We have been working with New Horizons for the last 5 years and have been extremely happy with their services. In our early 30's we were starting to build our family and knew we had goals we wanted to achieve financially but weren't sure how to define a path to support both our short term and long term goals. Joe & the team helped to provide a clear path for us that has removed so much stress from our financial planning. I would highly recommend New Horizons for anyone looking for an advisor that truly understands and car... read more
My husband and I recently had our annual review with New Horizon Wealth Management LLC, and we are extremely pleased with the experience. Joe and Jamie took the time to thoroughly assess our financial situation, listened to our goals, and provided clear, actionable advice for the year ahead. The review was comprehensive, covering everything from investment strategies to retirement planning. We felt valued and supported throughout the entire process. It’s reassuring to know that NHWM is genuinely invested in helping us achiev... read more
The New Horizons financial advisors team will provide a great summary of how you are handling your current debt obligations and are positioned for the future. All questions are addressed in an honest and forthright manner. It is a pleasure to have been partners with them for several decades. There is always a family type welcoming atmosphere that is promoted from everyone on the staff.
I have been working with New Horizons for about 5 years now and have been extremely satisfied with them. They are honest with their assessment of your financial situation and offer solutions on how to improve. My financial situation has improved greatly based on their advice. Joe is great to work with.
I’m just getting started in my financial journey and recently began seriously planning for retirement in my early thirties. I actually found New Horizons through a Facebook group. Someone had asked for recommendations for a financial planner, and Joe’s wife commented and recommended him. I just thought that was so sweet and genuine, and it made me feel like this was a team I could trust. Even though I’m not a “big” client, I’ve always been treated with respect and care. I work with Pasquale, and he’s been nothing but kind a... read more
New Horizions Wealth Management LLC has a 5 star rating with 1 review.
New Horizions Wealth Management LLC is closed now. It will open on Monday at 9:30 a.m.