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Horizon Coast Financial Services, LLC

EST. AUM
$100,000,000

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CLIENT ACCOUNTS

Firm Details

Metro area New York City
CRD Number
Website herrickwa.com
Client types

Overview

Horizon Coast Financial Services, LLC is an independent financial advisory firm headquartered in Monroe Township, New Jersey. Led by Certified Financial Planner Manish Patel, CFP®, the practice delivers an integrated suite of financial planning, discretionary portfolio management, tax preparation, and insurance solutions. Horizon Coast serves individuals, pre-retirees, and families across the tri-state area, helping clients build disciplined, tax-smart asset allocation strategies to achieve long-term independence.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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