total 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,

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.

I 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.

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

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!