Tim Goddu
GBI 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.
PaulW
GBSmooth and seemless. Jessika's knowledge and working with and the 401(k) company made it easy.
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.
Andrew Myers
GBJessika 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.
Linda Breese
GBMercie- 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.