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.

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!

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.

Excellent 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.

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.