Invested Better
Unclaimed

Unclaimed

Unclaimed

NEW Horizon Financial Strategies, LLC

Headquartered in ITHACA, NY

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information.

Firm Information

NEW Horizon Financial Strategies, LLC is an investment advisor located in Ithaca, NY. They provide a range of services, including financial planning, portfolio management for individuals, and pension consulting. The firm manages approximately $145.4 million in assets for 770 clients, including individuals, high-net-worth individuals, and other investment advisors.

NEW Horizon Financial Strategies, LLC

944 DRYDEN ROAD

ITHACA, NY 14850

$145.40M

Assets Under Management

21

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

NEW HORIZON FINANCIAL STRATEGIES, LLC has a total of 1 branch locations across the country.

Advisors at NEW Horizon Financial Strategies, LLC

View All 2 Advisors

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.
Not sure if NEW Horizon Financial Strategies, LLC is right for you?

Disclosures

There are no public disclosures for NEW Horizon Financial Strategies, LLC.

Frequently Asked Questions (7)

Not sure if NEW Horizon Financial Strategies, LLC is right for you?