dennis parker
GBtotal 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,
Heather Grenon Prier
GBTaddie 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.
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.
J Fox
GBExcellent Service and Efficiency I had a difficult situation, needing to rollover an asset which was transferred out of my IRA without sufficient notice. Dana was awesome. She understood the need for working quickly and made the process very simple. I cannot speak highly enough of her excellent service and responsiveness. I highly recommend Dana and everyone at Horizon Trust.
PaulW
GBSmooth and seemless. Jessika's knowledge and working with and the 401(k) company made it easy.