Horizontrust Reviews

Excellent Service

I don t find the Horizon web site as intuitively obvious as I would like I called Julie at Horizons and she kindly and patiently walked me thru the steps required to accomplish my desired outcome Thank you so very much It was a pure pleasure working with you

Speaking with Samantha was what made my

Speaking with Samantha was what made my experience great She was very pleasant and patient and stayed on the phone with me until the paperwork was complete which can sometimes be a challenge for someone of my age 80 I really appreciated having her support and I was able to complete the paperwork without stress She was great

Solved in a phone call

I couldn t get the answers I needed from the website nor the general responses I was getting from the Operations Department Claudia was able to clear up the confusion in a single phone call and had all of the answers I was looking for Will be saving her contact info for future reference

Amber N - 5 stars

Amber N Has been an absolute joy to work with She understood the time sensitivity of my investment and walked me through the DOI and then personally managed the approval process She also took several phone calls during onboarding and was super helpful during the IRA LLC formation I cannot say enough good things about her Highly recommend Horizon after this great experience

Doing what it takes

I received the phone call at the time set for the appointment and even though it took an hour before somebody on the other end of the other retirement company that we were working with to answer the phone she stayed on the line to make sure that everything was done and was done properly Everything was explained So that I understood what was Going on and the steps that it would take to finally get my Investment invested Thank you for your patience and for taking the time to make sure I had a understanding of everything

I am so happy I found Horizon Trust

I am so happy I found Horizon Trust Brandi was wonderful helpful and communicated well while setting up my SDIRA Cheyenne was great to talk to regarding some questions I had about investing Very smart and friendly people working at HT Thank you

Jessika is one of the best customer

Jessika is one of the best customer service representatives I have ever had work with me She called me right away helped navigate two rollover transfers with the other financial institutions on the line She asked perfect questions to the financial groups to navigate the rollover and detailed to me a plan for follow through She is thoroughly responsive professional and pleasant to work with It cannot be done any better Than you

Exceptional service and support

Chy is so patient easy to talk to and explains everything in a calm yet confident manner I have had this same experience with every customer service rep or sales rep I have dealt with at Horizon Trust They are all just exceptional Thank you for making things that are very complicated seem not-so-complicated I know I am in good hands Thank you

I had an investment opportunity that I

I had an investment opportunity that I needed to execute immediately or the opportunity would be gone When I first called Horizon Trust Company and talked to Taddie she told me that they were overwhelmed with documents to review for the day and likely would not be able to complete my transaction today I explained to Taddie that this was urgent She said she would try About 15 minutes later I got a call back from Taddie to confirm my transaction She made it happen I have used Horizon Trust Company for several years for my self directed IRA - they are the Best