Scott Efrusy
Financial Planning Analyst @ Horizon Advisers
- Role
- Financial Planning Analyst at Horizon Advisers
- Location
- Detroit, MI, US
- LinkedIn followers
- 500 followers
About Scott Efrusy
Hi, my name is Scott and I help people grow and manage their wealth like never before! Many financial professionals simply take your assets and manage them. That is not what I do. I do comprehensive financial planning. I assist my clients with retirement planning, investment management, estate planning, insurance, tax planning and everything in between.People deserve a holistic approach to their financial situation, so that is what I provide.Additionally, I love connecting with new people and always have. I am a firm believer that trust is the foundation of every positive relationship, and I do my best to always ensure that it is present between myself and my clients. I specialize in: Retirement Planning Insurance Estate Planning Investment Management Tax PlanningFinancial Advisor offering securities and advisory services through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker/dealer and a Registered Investment Adviser. Horizon Advisers is not a subsidiary of nor controlled by Cetera. Tax services provided by Horizon Advisers. Cetera Advisor Networks does not provide tax services. Tax and accounting services provided by Horizon Advisers CPA. Cetera Advisor Networks does not provide tax nor accounting services.To provide individuals, families and businesses with a client-focused team of industry professionals who are knowledgeable, transparent, and whose sole purpose is to empower client’s to make informed decisions through education, communication and service that exceeds their expectations. Cetera is under separate ownership to any other named entityHorizon Advisers757 S Main StPlymouth, MI 48170
Experience
Financial Planning Analyst
May 2021 — Present · MI, US
Actively participates in client and internal meetings. Accurately builds client plans by collaborating with advisors and analysts who use strategic methods to ensure portfolio growth and stability. Completes trades and transactions when needed and requested through industry-specified software. Conducts constant cash flow analysis to improve client financial plans and lifestyles.
Education
Colorado State University Global
Bachelor of Business Administration - BBA
2021
Lawrence Technological University
Bachelor of Business Administration - BBA
2019 — 2023
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