Horizon TrustReviews of horizontrust.com

Mercie Davis was awesome, making my first experience with funding transfer a breeze!

I had some pre conceived notions that this would be a long process. I was on with my previous company and was on for an hour and 15 minutes only them to tell me that they could not help me. Tatyana knew all the answers to the questions that were presented and the call took no time at all!

Samantha Lugo has been exceptional to work with. Very knowledgable but most of all patient with incompetent customers...Lol thank you for your help!

I had an emergency prior to the Labor Day holiday; my tenants water was turned off and the State would not turn the water back on prior to receiving funds. Horizon understood the severity of the situation and worked with me to ensure the funds were received the following day. Everyone was very understanding and my Tenants water was turned on prior to the Holiday weekend. Fantastic customer service.

The costumer service was avaliable, helpful and supportive from start to finish. Or shall I just say only from the Start, since i don’t think I will be ever leaving for their to be a finish. Dana was kind, and her staff were informative and knowledgeable. Thank you all.

Dana was very thorough, succinct, and accurate in her communications with me and the other IRA firms. Excellent guidance provided.

Dana Gross from the transfers department was Amazing, kind, thorough, and understanding! My accounts are not just normal, easy rollovers and Dana was there with me thru the entire process. She even got on the phone with me to PenChecks because of some unsure info with the account. Then she double checked with her superiors to make sure everything was done correctly. I am very comfortable using Horizon Trust and especially Dana Gross! Thank you for all your hard work.

After watching a webinar I moved my account over to Horizon. The transfer team made the process of transferring my account to horizon so easy and quick. Within a couple of days someone from sales reached out to provide guidance for my investment plans. I sent in a direction of investment and by the end of day I received a call confirming the funds would be sent out the very next day. Horizon Trust employees are fast, efficient, and make all transactions smooth. Keep up the great work.