Irene Stolte
Financial Adviser at Horizon Wealth Strategies, Building a Foundation for Your Financial Future
- Role
- Financial Advisor at Horizon Wealth Strategies, Llc
- Location
- Somerville, NJ, US
- LinkedIn followers
- 500 followers
About Irene Stolte
For over 20 years I have been helping individuals, families and businesses define their goals and navigate their financial journey. In my role as a Financial Adviser at Horizon Wealth Strategies, I help to provide a foundation for my client’s financial future. My professional strengths help instill confidence within my clients as I navigate them through what can often be a complicated and overwhelming process of identifying and coordinating financial goals. So whether you are growing your family or your business, I am there to help you evaluate the strategies and determine what works best for you and your personal situation. I would love to learn your story!Contact me at:Office:(908) 6••••••••@horizonwealthstrategies.comIrene Stolte is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of NJ, FL, GA, CO, CT, MA, PA, NY, MD, NC, SC, OH, OR, TX, UT, VA, WA, WV. No insurance business may be conducted outside these states referenced. Irene Stolte is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a Licensed Insurance Agency. In this regard, this communication is strictly intended for individuals residing in the states of NJ, FL, GA, CO, CT, MA, PA, NY, MD, NC, SC, OH, OR, TX, UT, VA, WA, WV. No offers may be made or accepted from any resident outside the specific states referenced.Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.Neither Horizon Wealth Strategies, LLC nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.Horizon Wealth Strategies, LLC is not owned or operated by New York Life Insurance Company or its affiliates.NYLIFE Securities LLC, Member FINRA/SIPC. A Licensed Insurance Agency, 250 Pehle Ave, Suite 900, Saddle Brook, NJ 07663In addition to a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser, I am also licensed as an Agent with New York Life Insurance Company and a Registered Representative of and offer securities products & services through NYLIFE Securities LLC,(Member FINRA/SIPC), A Licensed Insurance Agency.
Experience
Financial Advisor
Horizon Wealth Strategies, Llc
Oct 2014 — Present
Education
The American College of Financial Services 2020-2022
Chartered Financial Consultant
The American College of Financial Services
Chartered Financial Consultant - ChFC
2020 — 2022
The American College of Financial Services
LUTCF
2003 — 2006
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