Dedicated to Serving as Alabama’s Trusted Financial Advisors
Horizon Investment Group, Inc. was founded with the goal of helping people pursue their financial goals. Led by Julie Simmons, CFP®, a financial advisor with more than 35 years of experience, our firm understands that our clients aren’t just looking for an advisor to provide investment advice; they’re looking for an advisor with whom they can trust and build a long-lasting relationship.
At Horizon Investment Group, Inc., we are committed to offering objective guidance and unbiased advice. As an independent firm supported by broker-dealer Cetera Investment Services LLC, we don’t have any quotas to meet. Instead, we have the freedom to recommend services and solutions we believe align with the client’s unique needs.
Based in Selma, Alabama, we work with clients in our local community and across the nation. With a passion for lending a helping hand to our community, we are dedicated to building trusted partnerships with our clients and empowering them with the knowledge that may help them invest wisely and preserve their wealth as they approach and live in retirement and leave a legacy.
From the first meeting, we take the time to learn about our clients’ dreams and help them formalize their financial goals. By understanding the client’s values and objectives, we can help develop a financial roadmap. We are confident that by working closely with clients and understanding their individual needs, we can serve as a trusted source for information regarding retirement strategies, investing, managing risk, and protecting assets.