The staff is knowledgeable and friendly, and the returns are good when compared with market…read moreconditions.

I've not been able to close and move my account to another institution, that is the plain fact…read more I've gotten the runaround, have completed their application multiple times and still no service on their part. They are making it difficult on purpose to rollover over your money if you ever need or want to so that you keep it with them. They say I've missed an item (frivolous as it is) on the form when indeed I have not as I made copies for myself. I've filed a complaint with the SEC over this, as this is serious and people need to know. I would steer clear of this institution.

Some years ago, I was searching for a financial advisor who was knowledgeable, honest, and clearly…read moreunderstood my goals. I found all that and more with Horton Wealth Management in Harrisburg, NC. Seth Horton is not only highly skilled but also deeply committed to his clients and the community where he was raised. He crafted a portfolio that aligns perfectly with my risk tolerance and long-term growth objectives. His assistant, Melissa Dahlman, is professional, responsive, competent, and a key part of their team's success. I've been consistently impressed with their level of care, service, and expertise. With Horton Wealth Management, I feel confident that my family's best interests are always the top priority. Highly Recommend Horton Wealth Management!

Kathy's experience in the financial industry brings so much value to our relationship with her as…read moreour FA. She spends time figuring out what is important to my husband and me and has appropriate suggestions and plans for us based off that knowledge. We highly recommend meeting with her and know you too will want to make her your FA.

From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Stay FAR AWAY From this business. This is a FRAUDLENT business. They are the top gas lighter in…read morethis city. They had MY tax information for OVER 8 MONTHS. Didn't DO ANYTHING just lies and yet I am still waiting for the magic of their work to be fulfilled. Services started back in September 2025 and its now March 2026 and NOTHING has been processed. But he collected my money over $3,165 Every month its consistent make-believe updates about my taxes and case. Every month I have to be the proactive one to ask about my status. This company takes zero responsibility or accountability for their actions. Very unorganized and promises the world of what they will do for you. But this company surely can't be trusted. I have over 8 months of evidence and I plan to conduct further legal matters with this case. Because not only do they have my personal information I am uncertain what they would do with it. I know have zero trust for this company and neither should you. I don't ever want anyone to go through this. You have been fully warned.

From the owner: We are the primary firm that will handle all your financial planning needs, including taxes,…read moreinsurance, and wealth management. We work with assets ranging from 5k to 10MM. We have a vast network. We also work with seniors and Medicare-eligible clients. We work with those who need ACA medical assistance, Entrepreneurial Development, and Legacy Empowerment. We also offer a network for pet insurance.