Horizon TrustReviews of horizontrust.com

Knowledgeable and polite

I found Samantha very easy to work with. She's talented and tenacious in her attempts to achieve our objectives. I would highly recommend her to anyone seeking their services.

Mira was wonderful and very helpful and patient with my concern. I felt better that she understood my situation and what I was aiming for. She made me feel that my transaction will be handled appropriately.

Mira was very knowledgeable and answered my questions with kind patience. I appreciated the experience.

The individual assisting me, Mercie, was responsive and helpful.

I called to find out what form to use to make a contribution to my Traditional IRA and asked when I needed to submit the form. I spoke with Mira, in Customer Service, and she directed me to the online Contribution Form and told me I could submit the form ahead of the contribution, which was wired the next day. Thank you for your assistance Mira and thank you Horizon Trust Company for having a Docusign version of the form.

Great communication. Always kept us updated and even got on the phone to assist us with transferring of our accounts.

The team is always prompt, helpful and polite. Had Mira working with me today, and she did a phenomenal job.