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.

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.

Doing what it takes. I received the phone call at the time set for the appointment and even though it took an hour before somebody on the other end of the other retirement company that we were working with to answer the phone she stayed on the line to make sure that everything was done and was done properly. Everything was explained So that I understood what was Going on and the steps that it would take to finally get my Investment invested. Thank you for your patience and for taking the time to make sure I had a understanding of everything.

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.