"Working through intricacies in long-term care, estate planning and veterans benefits can be a deal-breaker for many potential clients. Horace has been a professional time saving, economical resource at Right at Home of Wake County, as well as to the clients we have referred. Thank you Horace!"
— Marlese McLaughlin, Community Liaison, Right at Home of Wake County, was with another company when working with Horace T Bone at Bone Financial Group
"Horace Bone is a consummate professional. He is smart, honest, hard working, does what he says he will do, and what he does, he does with care and attention to detail. In the 35 years that I’ve known Horace, he has shown himself to be totally trustworthy, an abiding friend, and a man of great and good humor."
— Lewis Glenn, Managing Partner, Adventure Analytics, worked directly with Horace T Bone at Bone Financial Group
"Horace is knowledgeable, represents good companies with good products, and is practical and results-oriented."
-- Frank Gray, Partner, Jordan Price Wall Gray Jones Carlton PLLC, was Horace T Bone’s client
"Horace did exceptional work on several projects requested regarding executive life and business insurance. I have utmost confidence in his work, and would use his services again in a heartbeat."
— Greyson Quarles, former CFO, SAS Institute, was Horace T Bone's client
"I would definitely recommend Horace Bone. He is trustworthy and knowledgeable in his field. Horace is dedicated to providing quality service to his clients.
— Stephen Burnett, Co-Founder, Remote Light, Inc., worked with Horace T Bone at Bone Financial Group
"Horace provided me with a life insurance policy in 2011. He took his time explaining, reviewing, and understanding my needs. He is a dependable, conscientious and caring agent, and I highly recommend him."
— Tripp Quarles, was Horace T Bone's client
"Horace and I were on the Board of Directors of Community Music School, a non-profit offering private music instruction to economically disadvantaged children, for several years. During that time, Horace was always available for consultations, especially regarding development, which was a critical area for the organization. He believed in the mission of the school, and acted on that belief through faithful meeting and committee participation - always looking for individuals in his network who could help the school and coming up with creative plans to spur giving. On top of that, Horace was a pleasure to be around - a real asset to the organization"
— Kay Pellack, Business Process Analyst, SAS, worked directly with Horace T Bone at Bone Financial Group
“Horace is a gentleman and a scholar to whom I was introduced by my Father. His disposition is one of patience and breadth of perspective nourished not just by his experiences in finance, but also by his range of interests outside of finance. Horace has been an advisor to our family over the years in matters of investment and wealth management strategy. I recommend Horace."
— Ashley Woodall, CPA, was Horace T Bone's client
"Horace is a compassionate Medicaid and VA planner who understands all of the complexities of assisting families during an extremely stressful time."
— Dan Stemen, Co-Author, Accredited Medicaid Planner Course, Medicaid Planning Network, was a consultant to Horace T Bone at Bone Financial Group
"The first word that comes to mind when we think of Horace Bone is Ethics. Both in his personal as well as professional life. His knowledge is wide ranging, and I would recommend Dr. Bone to any individual or group in need of a financial planner and consultant.”
— Pat Lloyd, Founder and Chairman Emeritus, Carolina Veterans Support Group, was with another company when working with Horace T Bone at Bone Financial Group
"I've had the privilege of working with Horace Bone and found his professional judgment and integrity to be of the highest."
— Bob Ford, Exec Director, NC Poultry Federation, worked directly with Horace T Bone at Bone Financial Group
"I recommend Horace T. Bone because he keeps a good watch on my policies and notifies me when a change is necessary."
— Richard Schnupper, was Horace T Bone's client
"I am happy to recommend Horace for your financial needs, as he is thorough and thoughtful in his approach to providing customized financial advice."
— Marc Bergren, Managing Director, Wells Fargo Securities LLC, was Horace T Bone's client
"I heartily endorse Horace Bone. I have known Horace for over forty years. I have always known him to be competent, devoted, honest and diligent, both as a businessman and as a private individual."
— Bert Shapiro, Vice-President, Elisabeth's Space, was with another company when working with Horace T Bone at Bone Financial Group
"Horace makes me smile with his soft-spoken, creative ideas. He always wants what's best for me, and is able to pull together other professionals - like lawyers - if needed so I don't have to figure that out."
— Dorsey Gude, East Lansing Educational Foundation, was Horace T Bone’s client
— Marlese McLaughlin, Community Liaison, Right at Home of Wake County, was with another company when working with Horace T Bone at Bone Financial Group
"Horace Bone is a consummate professional. He is smart, honest, hard working, does what he says he will do, and what he does, he does with care and attention to detail. In the 35 years that I’ve known Horace, he has shown himself to be totally trustworthy, an abiding friend, and a man of great and good humor."
— Lewis Glenn, Managing Partner, Adventure Analytics, worked directly with Horace T Bone at Bone Financial Group
"Horace is knowledgeable, represents good companies with good products, and is practical and results-oriented."
-- Frank Gray, Partner, Jordan Price Wall Gray Jones Carlton PLLC, was Horace T Bone’s client
"Horace did exceptional work on several projects requested regarding executive life and business insurance. I have utmost confidence in his work, and would use his services again in a heartbeat."
— Greyson Quarles, former CFO, SAS Institute, was Horace T Bone's client
"I would definitely recommend Horace Bone. He is trustworthy and knowledgeable in his field. Horace is dedicated to providing quality service to his clients.
— Stephen Burnett, Co-Founder, Remote Light, Inc., worked with Horace T Bone at Bone Financial Group
"Horace provided me with a life insurance policy in 2011. He took his time explaining, reviewing, and understanding my needs. He is a dependable, conscientious and caring agent, and I highly recommend him."
— Tripp Quarles, was Horace T Bone's client
"Horace and I were on the Board of Directors of Community Music School, a non-profit offering private music instruction to economically disadvantaged children, for several years. During that time, Horace was always available for consultations, especially regarding development, which was a critical area for the organization. He believed in the mission of the school, and acted on that belief through faithful meeting and committee participation - always looking for individuals in his network who could help the school and coming up with creative plans to spur giving. On top of that, Horace was a pleasure to be around - a real asset to the organization"
— Kay Pellack, Business Process Analyst, SAS, worked directly with Horace T Bone at Bone Financial Group
“Horace is a gentleman and a scholar to whom I was introduced by my Father. His disposition is one of patience and breadth of perspective nourished not just by his experiences in finance, but also by his range of interests outside of finance. Horace has been an advisor to our family over the years in matters of investment and wealth management strategy. I recommend Horace."
— Ashley Woodall, CPA, was Horace T Bone's client
"Horace is a compassionate Medicaid and VA planner who understands all of the complexities of assisting families during an extremely stressful time."
— Dan Stemen, Co-Author, Accredited Medicaid Planner Course, Medicaid Planning Network, was a consultant to Horace T Bone at Bone Financial Group
"The first word that comes to mind when we think of Horace Bone is Ethics. Both in his personal as well as professional life. His knowledge is wide ranging, and I would recommend Dr. Bone to any individual or group in need of a financial planner and consultant.”
— Pat Lloyd, Founder and Chairman Emeritus, Carolina Veterans Support Group, was with another company when working with Horace T Bone at Bone Financial Group
"I've had the privilege of working with Horace Bone and found his professional judgment and integrity to be of the highest."
— Bob Ford, Exec Director, NC Poultry Federation, worked directly with Horace T Bone at Bone Financial Group
"I recommend Horace T. Bone because he keeps a good watch on my policies and notifies me when a change is necessary."
— Richard Schnupper, was Horace T Bone's client
"I am happy to recommend Horace for your financial needs, as he is thorough and thoughtful in his approach to providing customized financial advice."
— Marc Bergren, Managing Director, Wells Fargo Securities LLC, was Horace T Bone's client
"I heartily endorse Horace Bone. I have known Horace for over forty years. I have always known him to be competent, devoted, honest and diligent, both as a businessman and as a private individual."
— Bert Shapiro, Vice-President, Elisabeth's Space, was with another company when working with Horace T Bone at Bone Financial Group
"Horace makes me smile with his soft-spoken, creative ideas. He always wants what's best for me, and is able to pull together other professionals - like lawyers - if needed so I don't have to figure that out."
— Dorsey Gude, East Lansing Educational Foundation, was Horace T Bone’s client