William "Bill" Horan, IV

Credentials:
  • CLTC®

Focus: Insurance Strategies, Investment Strategies, Business Owners, Retirement Income Planning, Estate Planning, Risk Management Strategies, Business Succession Planning, Group Benefits

Languages: English

I offer total financial needs analysis through a network of experienced professionals with expertise in:

  • Advisory services
  • Retirement analysis and programs
  • Estate strategies
  • Employee benefit and retention services
  • Business continuation strategies
  • Trust services*

*Trust services offered through the MassMutual Trust Co., FSB

See William’s Licenses and Disclosures

Check the background of this investment professional on FINRA’s BrokerCheck

Contact William

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Fortis Lux Financial

Main Office

277 Park Avenue 41st & 44th Floor
New York, NY 10172-0003

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CRN201912-180567