Jessika Soto answered every question Jessika Soto answered every question that I had. We discussed the Roth IRA and the steps needed to transfer the taxable IRA into a Roth IRA. I am confident that in a short period of time all the funds will be transferred into a single account.

Bree Tagle at Horizon is Awesome! Bree Tagle was very organized and informed about my account. And was able to answer every single question quickly. I would highly recommend working with her and Horizon Trust.

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!!!

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.

I'm so happy to have my Self-Directed 401k with Horizon Trust Company What can l say about Horizon Trust Company? Only good things come to mind, back in December 2022 l decided to retire from AT&T after 26 years and l called Horizon Trust Company and Kelsea Gines answered the phone and she answered all my questions explaining about Self-Directed 401K. She helped me roll over my retirement account to a Self-Directed 401K and the process was fast and by January 2023 l was investing my money in different companies. Thank you so much Kelsea Gines! Jorge