3 Best Financial Services in Winston Salem, NC

“Horizon Financial Services goes the extra mile to design financial plans that focus on meeting your specific goals and account for the uniqueness of your life and needs. They develop a one-on-one relationship with you and work with your tax preparer, estate attorney, and other chosen professionals to help ensure an integrative financial plan. John J. Brais is the founder of Horizon Financial Services. He believes his clients should feel empowered to secure their futures, and that the best way to achieve that is by providing a wide range of investment options and an integrative planning process. He’s committed to helping clients fully understand their various investment options and guiding them to choose the appropriate plan to fit their unique needs.”

“Olya Dadressan's highest priority is to create value and peace of mind for her clients. Whether you are interested in financial products, investment services, term life insurance, or a mortgage loan, she can help find the financial solutions that meet your needs. She prides herself on providing excellent customer service to each person who walks through her office doors. She strives to treat each customer the way she wants to be treated – with respect and integrity. Olya Dadressan welcomes Winston Salem residents to call or visit the office to see how she can help them achieve their financial goals and dreams. Let her assist you by conducting a Financial Needs Analysis (FNA) to create a customized and comprehensive strategy for your financial security, including income protection, retirement protection, debt solutions, and education funding for your children's educational expenses.”

“J. Harris Financial is committed to sharing their expertise and educating their clients on how to reach their retirement goals. Jewels Harris is the founder of J. Harris Financial. Having spent most of his career operating a homebuilding firm, Jewels Harris understands the need to have a detailed plan. Having been a business owner his entire professional life, Jewels understands the financial needs of entrepreneurs and small businesses. This experience also helped him understand the value of having a trusted professional to advise him on asset planning, tax planning, retirement planning, and income planning.”