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!

Mercie- 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.

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.

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.

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!!!