Horizon TrustReviews of horizontrust.com

Taddie was amazing assisting me with a very last minute, urgent request. We was thorough and patient and got everything squared away for me quickly.

Mercie- Was professional at her job. Followed up on each step with a phone call keeping me apprised of when the paperwork was accepted and when the transfer of funds had been received in a wire.

Screaming from the rooftop, or simply wiring a review… Just had a great conversation with Taddie regarding our accounts. Her guidance and explanations were very clear. I cannot say enough about our experience and how refreshing it was to speak with someone who actually knows what they’re talking about. Too often these days, you speak with a representative that wants to transfer you, or simply cannot assist - Taddie was the polar opposite. Definitely a keeper! Thank you again, Taddie!

Jessika's knowledge and working with and the 401(k) company made it easy.

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.

Jessika knows her busyness. She is calm and informative. She answered all my questions, and walked me through this with confidence. I feel that I am a top priority, and important to her.

Mercie was a breath of fresh air. She was very friendly and guided us through the process and everything went without any issues. I enjoyed working with her very much.

total dedication of Dana Gross to get to a solution on a difficult transfer with the dreaded Merrill Lynch, calls encompassing 2 hours or more in length! great work Dana! thanks,