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When starting Horizon Wealth Strategies, we knew strength, objectivity, and independence were qualities we wanted to build the foundation of our business upon. We chose to associate with New York Life insurance company because they possess these qualities, and also connect us to the brightest and most successful financial planners in the industry.

Eagle Strategies, LLC > Logo

Eagle Strategies, LLC

Through Eagle Strategies, Mark D. Olson, Irene Stolte, and Michael Ferrara provide fee-based financial planning, investment advisory services and access to investment management programs. Eagle Strategies LLC is registered with the Securities and Exchange Commission as an "Investment Adviser" and is an indirect, wholly-owned subsidiary of New York Life Insurance Company.

Learn More

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The Advanced Planning Group

The Advanced Planning Group collectively leverages years of practical experience and disciplines in law, accounting and financial service, in order to provide New York Life agents with unparalleled assistance in estate, business, and life insurance planning. Because the Advanced Planning Group supports agents who have a nationwide clientele, the group has insight consulting on estate and business plans at all levels of wealth across all 50 states. The Advanced Planning Group is called to action to advise on hundreds of business and estate plans each year; and that means Mark D. Olson, Irene Stolte, and Michael Ferrara can bring experience, value and insight to your planning situation.

The Advanced Planning Group does not provide specific legal, tax or accounting advice.

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Proud to Offer New York Life > Logo

New York Life

Mark D. Olson, Irene Stolte, and Michael Ferrara and their fellow financial professionals are proud to be affiliated with New York Life Insurance Company. New York Life and its wholly-owned subsidiaries provide life insurance, fixed annuities, and long-term care insurance. A mutual insurance company, New York Life is one of the largest mutual life insurance company in the United States and holds the highest financial strength ratings currently awarded to any U.S. life insurer from all four of the major credit rating agencies: A.M. Best (A++), Fitch (AAA), Moody’s Investor Service (Aaa), Standard & Poor’s (AA+). (Source: Individual independent rating agency commentary as of 7/30/18.)


Madison brokerage logo

Madison Brokerage

Madison Brokerage prides themselves in partnering with clients and advisors and giving them the insights, solutions and support they need to achieve real business results. With over 75 years of combined brokerage experience, Madison Brokerage can help advisors grow their business and make a difference in the lives of their clients today and in tomorrow’s constantly changing financial landscape.



American Funds

American Funds believe in the value of professional advice and offer funds through financial advisors. Since 1931, they have helped millions of investors pursue their real-life goals.

Source: American Funds


Somerville Office


21 Maple Street
Somerville, NJ 08876
Office: (908) 698-4339
Fax: (908) 698-0753
irene@hwsnj.com

Austin Office


3305 Northland Drive, Suite 412
Austin, TX 78731
Office: (512) 215-4760
Fax: (512) 215-4478
mark@hwstex.com

New Braunfels Office


910 Gruene Road, Bldg 4B
New Braunfels, TX 78130
Office: (830) 302-2237
Fax: (830) 541-5190
mike@hwstex.com

Hackettstown Office


59 Ketcham Rd
Hackettstown, NJ 07840
Office: (908) 850-4400
Fax: (908) 850-4105
matt@hwsnj.com

Disclosure

Mark Olson 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 AZ, CO, DE, FL, MA, NJ, NY, PA, SC, TX, and VA. No insurance business may be conducted outside the states referenced.

Mark Olson is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 21 Maple St, Somerville, NJ, 08876, 512-215-4760. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CO, CT, DE, FL, GA, MA, NC, NH, NJ, NM, NY, PA, SC, TN, TX, and VA. No offers may be made or accepted from any resident outside the specific states referenced.

Mark Olson is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AZ, CO, CT, DE, FL, GA, MA, NC, NH, NJ, NM, NY, PA, SC, TX, and VA. As such, these services are strictly intended for individuals residing in the states referenced.

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

Horizon Wealth Strategies, LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.​

Neither Horizon Wealth Strategies, LLC nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​

For more information about NYLIFE Securities LLC and its investment professionals.

Click here
Horizon Wealth Strategies, LLC Logo
  • HOME
  • WHO WE ARE
    • Our Firm
    • Our Advisors
    • Who We Serve
    • Our Process
    • Our Resources
    • Collaborating With Your Advisors
    • CPA & Attorney Resources
    • Where We Do Business
  • OUR EXPERTISE
    • Solutions for Businesses
    • Solutions for Individuals
    • Lifetime Wealth Portfolios
  • UPCOMING CLASSES
    • Texas Upcoming Classes
    • New Jersey Upcoming Classes
  • RESOURCES
    • CPA & Attorney Resources
    • Video Library
    • Newsletters
    • Helpful Links
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