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New Horizons Asset Management Group, Llc

New Horizons Asset Management Group, Llc is a member of NASD, the National Association of Securities Dealers. NASD is a self-regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.

New Horizons Asset Management Group is a full service broker/ dealer officering both individual and institutional investment services. New Horizon Asset Management Group. He has been active in financial planning for over 16 years. Pursuing your financial goals is more complex than ever. New types of securities, an ever-changing U.S. economy, and dynamic global markets all create opportunities but only for those who have the time and experience it takes to make the right decisions. They devote their every effort to pursuing your investment objectives; you can take time to enjoy life. Not only will you meet the investment challenges of today, you’ll capitalize on the opportunities of tomorrow by adopting their disciplined approach to money management. Their financial relationship extends beyond investment expertise. They also offer a high level of personal service that is hard to match in today’s financial climate. They make every effort to understand you and your needs all to offer you a very different kind of financial relationship. The company offers fee-based asset management services including such as Professionally managed, customized investment portfolios, Wrap Accounts, Employee Retirement Plans  401k’s , Defined Benefit, Profit Sharing Plans, Money Purchase Plans, Simple IRA Plans. 

 As a full service broker dealer, New Horizons has access to NYSE listed stock, OTC stocks, Corporate Bonds, Municipal Bonds, Government Bonds, Agency Issues, Open and Closed End Mutual Funds. The company can help identify your specific goals and develop strategies to make your goals a reality including such as Individual Financial Planning-Retirement, College, and Wealth Accumulation, Estate Planning-Trusts: Testamentary, Irrevocable Living and Inter Vivos, Generation Skipping, Family Foundation, Business Continuation Planning- Key Man, Buy Sell Agreements, Disability Buy Out, Estate Planning.

They provide comprehensive Employee Benefit Program services that include retirement plans, group health, life, dental and disability plans. They’ll guide you through a complete analysis to pinpoint your goals, evaluate your business needs and answer all your questions and since we are independent they have access to all the major providers in the tri-state area - all to offer you a very different kind of relationship.

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