Horizon Trust Bewertungen 498

Dana was great getting my 401k rolled over to my new account.

Tatyana did a great job of persistently following up with me until the task was complete. She was friendly and professional throughout the process.

Maurice's attentiveness to my questions was top notch! He researched questions and provided very informed responses. Thank you, Maurice!

Amber was fantastic help any issues that came up she really handled them with surprisingly around the clock assistance. There were multiple times I didn’t expect to hear back until the next day or after the weekend and in very timely manner was always there to assist. Would 100% recommend Horizon and Amber specifically to tackle whatever was needed!

My experience so far has been amazing, Horizon makes everything so easy. Shout out to Brandi and Dana for making everything so smooth.

Es una de las pocas empresas en las que puedo confiar mis finanzas, y que me permite un crecimiento en mus ahorros.

Requested a call back, which was very fast and the questions were answered perfectly and received the required information in a timely manner

I called in with a question about supporting documents and had the pleasure of chatting with Cynamon. She was great and I was off the phone before I knew it! Very happy with these custodial services.

I had the pleasure of working with Rubi at Horizon Trust with questions to set up my Solo 401(k) correctly, and I couldn’t be more impressed. From the very beginning, Rubi was knowledgeable, patient, and incredibly responsive. She walked me through each step of the process, answered all my questions thoroughly, and made sure I understood.

Her professionalism and attention to detail gave me confidence in the decision to use this service. for my financial future. I truly appreciated her guidance and would highly recommend her to anyone looking to explore other retirement options through Horizon Trust.

Thank you, Rubi, for your outstanding support!

I had the privilege to talk with Cynamon who was very helpful in helping get my paperwork completed. She was patient and professional with me. We even got a few laughs. It was a pleasant experience.

Dana and Brandi have been instrumental in making this rollover very smooth and quick!

The knowledge and experience of our advisor,Dana. She was quick and professional and understood what was needed by the company to make this a seemingly simple process. She was able to accommodate all our needs. She was awesome to work with.

Great company, Cynamon always takes care of me and my needs when it comes to managing my customer's accounts.

Overall good experience with Horizon trust, working with Tatyana is especially great! She is on top of her game and punctual with her meetings and follow ups!

Excellent customer service. Always quick to respond to my emails and phone calls. Also very helpful with explaining or breaking things down to make things I was uncertain of easier to understand.

Horizon Trust is a great company for my SDIRA. Anytime I call in, they are more than willing to help. The past few times, I’ve spoken to Niki. She is extremely helpful and efficient. I couldn’t be more happy with my choice to Self Direct my retirement funds with Horizon Trust.

Robert from Horizon Trust is professional, helpful and knowledgeable. It was a pleasure to do business with him!

Mercie was excellent! Seamless Transfer!