Horizon Trust Bewertungen 499

I never write review before. However, I can't help but to come here to write a review to say thanks to Kelsea.
She is very knowledgeable, professional, efficient and on tops of things and tried to go extra miles to help the client as much as she can.
Working with Kelsea, I feel like she treats me like a family member, sincere, genuine, try to help me in the efficient way.
THANK YOU VERY MUCH KELSEA!
I feel very confident to refer my friends and relatives to work with Kelsea/Horizon Trust.
Horizon Trust is lucky to have Kelsea as a member in their team.

Working with Mercie Davis at Horizon Trust made this new experience of rolling over an IRA a great experience. She answered my questions, checked back with me as I collected information, and talked me through filling out forms over the phone. Mercie has a superpower of banishing anxiety and making the whole experience a pleasant one.

I just started working with Horizon Trust Company to establish an SDIRA for me. I have been impressed with how informative and knowledgeable they are and how seamless they have made the process. I have been working with Amber and she is great to work with and very responsive to my questions. I would definitely recommend them to family and friends.

Jessika is very professional and personable. She takes care of business quickly and follows up to keep me informed.

Ms. M Davis did a great job helping me with my account.

Very helpful and knowledgeable

I called up in a panic. I had lost track of time and needed a wire transfer done that day. She was able to get it processed for me. My transaction went through on time and we were able to close on time.

I have had the pleasure to work closely with Mercie multiple times. She is one of the most dedicated person I have had the opportunity to work with. She has the best interest of her clients, very knowledgeable, and super dependable.

It has been the caring manner that Mercie has. She is an asset to your company!

Both Mercie and Jessica were fabulous. This transaction was in the middle of my moms passing and subsequent wake and funeral. They took care of everything for me. In fact flowers showed up at my house for condolences. I think it was Jessica who arranged that. Beautiful gesture. I think I chose the right firm for this.

The Horizon Trust (Amber) associate was very kind, courteous, professional, and prompt. She walked me through the entire application process and explained everything clearly. I enjoy my experience thus far with the company and look forward to further collaboration.

When I had questions, HTC and Mercie Davis provided me with simple, direct, and clear answers.

Mercie's l willingness to help me out and send me the information I required, reduced a ton of time I'd have lost searching for my self-directed investment needs.

I highly recommend interested investors consider using Horizon Trust Company because of their superior products, systems, and highly professional and affective specialists like Mercie Davis.

Mercie has a fantastic support and her response been very timely and very helpful.

Samantha did an awesome job getting my portal fixed. She was not only supportive but determined to correct my issue.

I want to thank you Cash Operations - Deposits, Ms. Bree T's help with account. She is extremely professional and attention to details to my account issues. She went above and beyond to do research on why my incoming fund was held up and did not deposit into my account. She helped me to resolve the issue in a timely manner. I am greatly appreciated her support and effort.

Jessica answered all of our questions and followed up to make sure we completed everything that was needed. Jessica was very courteous and a pleasure to work with!

Jessika was super friendly and helpful. She answered all my questions and I appreciated that.

I am the nervous, overly conservative type of investor. Horizon Trust’s entire team held my virtual hand from start to finish and beyond! From answering my questions to consistent follow up to keep me engaged has been phenomenal. I would like to give a special shout out to Amber Neubig for guiding me through the process and always being available to answer my questions. I would not have made this transition without her support.

I had a great experience with Tatyana Fox today. My transfer of funds went very smoothly and she made it easy to get it done quick. Thank you Tatyana.

Jessika was very helpful in transferring our rollover by answering all our questions and handling the transaction. Very friendly and efficient.