Horizon TrustReviews of horizontrust.com

The associate who helped me was very thorough and went above and beyond to make sure I was clear on amounts that would be taxed from a distribution from my account. She also offered to call me tomorrow once my wire shows up and is recieved.

The agent was competent, helpful and helped me complete the task

Making the decision to leave our previous IRA custodian wasn't easy, but from our very first interaction with Horizon Trust, we knew we had made the right choice. The professionalism, responsiveness, and ease of communication have been outstanding from day one. What has impressed us most is Horizon Trust's exceptional attention to detail. Every step of the transfer process was handled with care, and the communication has been a refreshing change from our previous custodian, where a lack of communication was one of the primary reasons we decided to move our accounts. While everyone we worked with was knowledgeable and helpful, I want to give a special shout-out to Samantha Lugo. Her consistent follow-up, responsiveness, and genuine commitment to making sure everything went smoothly truly made this a first-class experience. We already feel at home with Horizon Trust and have complete confidence in our new custodial representative. If you're looking for a company that values communication, professionalism, and customer service, I highly recommend Horizon Trust.

I needed to add a beneficiary to my account. Mira was very helpful. She understood what I needed and sent me the link, explaining everything for me. It was a good experience. Thank you.

Very patient young lady who walked me through the changes I needed to make and didn't get flustered when I had a few problems with the system. All of your associates need the same patience when working with customers.

i was misunderstanding how to access the form I needed so Mira helped me out. Even though she didn't feel well she politely stayed on the line with me and made sure I was able to get to the form I needed. She was very patient and kind!

Great service this morning from Mira! Answered all my questions and provided additional details to help lean forward and expedite the services I would be requesting in the coming days. Very helpful especially with a tight timeline.

Very short wait for customer service and staff member Mira was exceptionally helpful and professional. She was able to answer my questions and methodically walk me through steps on the website.