Simplifying Your Financial Life

In Roxboro and the surrounding area, we want to be a resource for our community – planning and advising the people we know on their financial future. As life-time residents of the area, the Horner Financial team knows just how hard the people around us work. We are proud to help these people put their money to work.

Putting your money to work – how we help

As financial advisors, we help you consider how best to put your money to work. Together we will decide how your entire financial picture comes together, incorporating different services depending on your needs. Our services include:

Retirement planning

Life, disability, and long-term care insurance

Education planning

Investment management

Estate planning

Coordination with professionals such as attorneys and CPAs

Small-town values, hometown service

We are strongly grounded in our core values and always put our clients first. Our values are:

Integrity

Commitment

Flexibility

Respect

Building on a strong foundation of our core values, we provide service like you can only get in your hometown. We ensure that there’s a live person on the other end of the phone, always there to answer your questions and help you with anything you need. Our team prefers to have meetings in person so we can get to know you and your needs better. When it comes to your finances, we know that creating trust is important – we want to make sure you are comfortable with us as we build a relationship that will last your entire lifetime.

Check the background of investment professionals on FINRA’s BrokerCheck.

Family-owned and operated

Billy Horner started in the business in 1984. His commitment to serving his community inspired his son, Chad, to join him in 1997. Today, their practice revolves around their shared belief that if you take care of people, they in turn take care of you. That’s community, and that’s what Horner Financial Service is about.

Get started with Horner Financial Services today.

Find your unique risk number by clicking the button below – we can talk about what it means together.

Contact Us

Put your money to work for you, contact Horner Financial Services today to get started.

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chad@hornerfinancialservices.com

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336-599-9502

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336-599-7505

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315 Semora Road, Roxboro, North Carolina 27573

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Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Investment Advisor Representatives, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Horner Financial Services are not affiliated. This communication is strictly intended for individuals residing in the states of AL, CA, FL, GA, IA, IL, IN, NC, NH, NY, SC, VA, and WI. No offers may be made or accepted from any resident outside the specific states referenced.
The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, Horner Financial Services makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information, and programs made available through this site.

Cambridge’s Form CRS (Customer Relationship Summary

Horner Financial Services