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New Horizions Wealth Management LLC
- Investment Service
- Cedar Knolls, NJ
About this business
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
Location details
240 Cedar Knolls Road, Suite 306, Cedar Knolls, NJ, 07927, United States
Get directions| Weekday | 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 would highly recommend New Horizons Wealth Management because they take a truly family-focused approach to money matters, aiming to make life more enjoyable while helping clients achieve what matters most to them- financial security. Whether you’re a young family looking for flexibility and protection or preparing for a fulfilling retirement, New Horizons Wealth Management is the financial services office for you. Joe’s expertise as a Certified Financial Planner and his genuine care for our financial goals made us feel c... read more
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
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.
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
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.
Frequently asked questions about New Horizions Wealth Management LLC
How is New Horizions Wealth Management LLC rated?
New Horizions Wealth Management LLC has a 5 star rating with 1 review.
When is New Horizions Wealth Management LLC open?
New Horizions Wealth Management LLC is closed now. It will open tomorrow at 9:30 a.m.