'What matters most, each and every day, is helping our clients address two of life’s greatest challenges: obtaining access to quality, affordable health care and securing professional counsel to build wealth,' said Terry Horan.
Cincinnati, Ohio (PRWEB) October 23, 2013
HORAN, a leading advisor in employee benefits and financial services, is celebrating 65 years of keeping promises made to clients and staying committed to their value of corporate social responsibility.
HORAN has served as a trusted advisor and thorough planner in the areas of life insurance for estate and business planning, employee benefits consulting and wealth management. The company has grown to be one of the region's largest privately held insurance and financial services organizations.
Over the past 65 years HORAN has grown from a single employee, previous owner Jack F. Horan, to a company of 91 employees and counting. HORAN sprouted from Great-West Life Assurance Company, where Jack worked as a Branch Manager. The relationships he created and nurtured were founded on honesty and commitment. In 1973, Jack’s son, Terence L. Horan, joined his father to build the business and serve clients.
“The basic foundation of HORAN was in place before I got here,” said Terence L. Horan, CLU, ChFC, current President and CEO of HORAN. “From my viewpoint, the missing component was a strong team to facilitate the three practices of health, wealth and life. I wanted to create an organization that would alleviate the pressure of my father doing it alone.”
In 1981 the business incorporated, becoming HORAN Associates Inc. and began to add new clients and employees. Doug Miller, current Executive Vice President at HORAN, joined the company in 1986 and brought with him the experience and knowledge to create and lead the employee benefits department.
The 1990s was an important decade of expansion. The company moved from the Downtown Cincinnati office to Kenwood, Ohio, in 1990 for more space and resources. HORAN Securities Inc. was formed in 1996 to enhance the retirement planning needs of clients by offering a wide range of wealth management products and services.
The expansion of the 1990s was followed by steady, continued growth during a time of economic hardship. During the late 2000s, HORAN built a core service team, grew the Sales team in the areas of health, wealth and life and established a Marketing department to define and showcase the HORAN brand and the firm’s capabilities. HORAN Capital Advisors was created in 2010 to expand HORAN’s wealth management practice and build on the value HORAN provides to clients.
“The recession that occurred in 2008 was difficult for all businesses,” said Horan. “During this time, we chose to grow, invest in resources, innovate and remain dedicated to providing excellent service and support for our clients.”
HORAN has a strong regional presence with a national footprint. The company’s Corporate Headquarters is located in Cincinnati, Ohio, and HORAN has a regional office in Dayton, Ohio, to serve both corporate and individual clients in 40 states. HORAN is able to provide added resources and value to clients through premier national partnerships with M Financial Group, United Benefit Advisors and Retirement Planning Advisory Group.
The sturdy foundation on which the company was built has allowed HORAN to prepare clients for their future and overcome the obstacles many individuals are faced with today. HORAN is also deeply committed to improving the quality of life in the communities where their employees live and work.
The professionals of HORAN make personal financial contributions and give their time to numerous regional organizations such as United Way, regional universities, Dayton Go Red, the Cincinnati Symphony Orchestra, Dayton Philharmonic Orchestra, Lighthouse Youth Services and many other organizations in the region.
HORAN’s commitment to their clients and community has been recognized with being named as a finalist of the Cincinnati Business Courier’s Best Places to Work for five years in row 2009-2013, winning the award in the medium size company category in 2009. The University of Cincinnati’s Goering Center for Family & Private Business selected HORAN as the winner of the 2013 Private Business of the Year award. Additionally, the Cincinnati Business Courier named HORAN the winner of the Healthiest Employers of Greater Cincinnati award in the 2-99 employees category in 2012 and 2013.
“What matters most, each and every day, is helping our clients address two of life’s greatest challenges: obtaining access to quality, affordable health care and securing professional counsel to build wealth and transfer it on to future generations,” said Horan.
For 65 years, HORAN has served as a trusted advisor and thorough planner in the areas of life insurance for estate and business planning, employee benefits consulting and wealth management.
Headquartered in Cincinnati, Ohio, with a Regional Office in Dayton, Ohio, HORAN serves both corporate and individual clients in 40 states. HORAN has a strong regional presence with a national footprint. We bring the best services, resources and value to our clients through premier national partnerships with M Financial Group, United Benefit Advisors and Retirement Planning Advisory Group.
Our integrity, commitment to excellence and industry knowledge are foundations upon which HORAN has built a reputation for delivering high quality products and services. Visit horanassoc.com to learn more.