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.

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!!!

Jessika is one of the best customer… Jessika is one of the best customer service representatives I have ever had work with me. She called me right away, helped navigate two rollover transfers with the other financial institutions on the line. She asked perfect questions to the financial groups to navigate the rollover, and detailed to me a plan for follow through. She is thoroughly responsive, professional, and pleasant to work with. It cannot be done any better. Than you!

I'm so happy to have my Self-Directed 401k with Horizon Trust Company What can l say about Horizon Trust Company? Only good things come to mind, back in December 2022 l decided to retire from AT&T after 26 years and l called Horizon Trust Company and Kelsea Gines answered the phone and she answered all my questions explaining about Self-Directed 401K. She helped me roll over my retirement account to a Self-Directed 401K and the process was fast and by January 2023 l was investing my money in different companies. Thank you so much Kelsea Gines! Jorge