Horizon TrustReviews of horizontrust.com

I have called twice in the last week and spoken to Jessica Smith on both occasions. Jessica has been phenomenal assisting me with my questions. I truly appreciate her patience and the time she has taken to walk me through the portal and process. Thank you so much Jessica!!!

My conversation was very good...they walked me thru the entire process!!

Celeste was amazing. made me feel very sure that my SD IRA is well-managed and in good hands. willingness to help was apparent and very attentive to all my comments. I was given ample time to discuss all my questions. it felt right.

Horizon Trust was very helpful (esp Mercie) in rolling over my Roth Ira for my entire family’s accounts! Made it seamless and painless! TY! PB

I have been working with Kelsea Grines set up my new account, and she has been extremely great to work with. I've talked with Skylar in customer service, and also Alex. Both were very patient with this newby. So far, my experience with Horizon has been exceptional. :)

Jessika Soto was extremely helpful and responsive, communicated well, and was very patient and explained everything to me in detail.

As someone who values high-quality customer service, I feel compelled to write this testimonial for Celeste at Horizon Trust. Without a doubt, she is an exemplary employee who elevates the standard for client service in the financial industry. From my very first interaction, Celeste demonstrated an unrivaled enthusiasm and dedication to her work. She guided me through the process of setting up my IRA trading account, making what could have been a complicated process feel remarkably seamless. It was clear from the outset that Celeste possesses extensive knowledge and proficiency in her field, which she shared generously to ensure I felt comfortable and confident with every step of the setup process. Celeste's commitment to prompt service was truly noteworthy. Regardless of the inquiry or challenge I brought forth, she was always on top of things, providing timely and effective resolutions. I never felt overlooked or set aside, but instead, I felt like a top priority, which in today’s fast-paced world, is an extraordinary accomplishment. Beyond her professional skills and abilities, it was Celeste's warm and engaging personality that truly set her apart. Her help was not just transactional but genuinely caring, making my experience with Horizon Trust enjoyable and stress-free. It is evident that she takes immense pride in her work and prioritizes client satisfaction above all else. In conclusion, I cannot recommend Celeste highly enough. Horizon Trust truly needs more people like her; individuals who understand that exceptional customer service is the heart of a successful business. Her contribution has not only made me a satisfied client, but a loyal one who looks forward to working with Horizon Trust, and especially Celeste, in the future. Thank you, Celeste, for an outstanding experience.

Jessica was very helpful in providing the information that I requested. She also had a very pleasant attitude.