
Ron Duska
GBJessika 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!

dennis parker
GBtotal dedication of Dana Gross to get… total dedication of Dana Gross to get to a solution on a difficult transfer with the dreaded Merrill Lynch, calls encompassing 2 hours or more in length! great work Dana! thanks,

Robert Holland .
GBDoing 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.

Heather Pich
GBGreat work! Just completed my first transaction with my trust advisor Amber Neubig and her processing team partner Christina Diaz. Both handled everything promptly and professionally. I look forward to working on more projects with them and Horizon Trust.

LAARNI BATAC
GBI highly recommend speaking with Taddie… I highly recommend speaking with Taddie who's very knowledgeable and helpful. I'm very satisfied and grateful with the service he provides. He gets back to my calls promptly and makes sure I end the call with comfort by ensuring all my questions have been answered.