I had challenges in closing my account I had challenges in closing my account. Samantha in Operations became my go-to and advocate and did a fantastic job behind the scenes diagnosing the issues, keeping me in the loop with progress, and calling me personally when everything was addressed. Great representative.

My experience with Horizon Trust was helpful! My experience with Horizon Trust was very helpful by walking me through the whole process. The person was very courteous, friendly, and knowledgeable.

Excellent Service and Efficiency I had a difficult situation, needing to rollover an asset which was transferred out of my IRA without sufficient notice. Dana was awesome. She understood the need for working quickly and made the process very simple. I cannot speak highly enough of her excellent service and responsiveness. I highly recommend Dana and everyone at Horizon Trust.

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!

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!!!