Taddie was amazing assisting me with a… Taddie was amazing assisting me with a very last minute, urgent request. We was thorough and patient and got everything squared away for me quickly.

The transfer of my investments from another company to Horizon Trust Mercie has been helping me for about 3 weeks. She speaks in pleasant, even tones and lets me interrupt when I need to say something while I think of it. She never sounds agitated or in a hurry, and clarifies, as needed, what I just said when we are on a 3-way call. And she repeats things so I can write my notes from the conversation clearly enough to understand them later. Mercie always reminds me to call if I have new questions or concerns.

Mercie- Mercie- Was professional at her job. Followed up on each step with a phone call keeping me apprised of when the paperwork was accepted and when the transfer of funds had been received in a wire.

Screaming from the rooftop Screaming from the rooftop, or simply wiring a review… Just had a great conversation with Taddie regarding our accounts. Her guidance and explanations were very clear. I cannot say enough about our experience and how refreshing it was to speak with someone who actually knows what they’re talking about. Too often these days, you speak with a representative that wants to transfer you, or simply cannot assist - Taddie was the polar opposite. Definitely a keeper! Thank you again, Taddie!

Smooth and seemless. Jessika's knowledge and working with and the 401(k) company made it easy.