Horizon Trust Bewertungen 496

Danny Fonseca assisted me and he is absolutely the best! I was confused about next steps for making a transfer but he swooped in and saved the day. He answered all my questions, took the reins and made the process smooth. He gave me his email and followed up with me, provided statuses to make sure everything was setup and complete. As a newbie having someone to hold my hand and explain the process thoroughly gave me comfort that I am working with professionals who can support me and my business endeavors.

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.

Ben was very helpful in answering all my questions. Got me logged in to the new portal. Very helpful!

Amber at Horizon Trust Company is exceptional! She is extremely knowledgeable, always prompt with her responses, and incredibly patient and accommodating throughout the process. Her professionalism and support made everything smooth and stress-free. I couldn’t ask for a better IRA specialist—highly recommend her!

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.

I transferred my account over from another custodian and the process was seamless. Jessika Soto was so patient and knowledgeable getting my account funded very quickly. It was a pleasure working with her and I recommend Horizon Trust Company!

⭐⭐⭐⭐⭐
I’ve had an outstanding experience working with Horizon Trust Company and Julie Hardwick. Horizon Trust is an exceptional holding company for anyone looking to diversify their 401(k) or other investments into alternative revenue streams. They offer clear guidance, a smooth process, and the confidence that your financial future is in capable hands.

A special thank you to Julie Hardwick for her professionalism, knowledge, and relentless effort. She went above and beyond to ensure everything was handled efficiently and accurately. Julie’s ability to explain complex options in simple terms made my decision-making process much easier, and her follow-through was impeccable.

If you’re considering taking your retirement or investment strategy beyond the standard market, I can’t recommend Horizon Trust—and especially Julie—enough. Their commitment to client success truly sets them apart.

I love Horizon, all the reps are so helpful when i call. Especially Julie! She is so amazing! She always has answers to my questions. Thanks Horizon

They are courteous and very good at explaining everything. Thank you, Horizon Trust!

There were a couple of snafus with emails and junk mail, but the staff was very accomodating.

Difficulty with Documentation but Robert was able to confirm things have been handled.

I had an outstanding experience with Horizon Trust, thanks to their incredible representative, Cynamon. From our very first conversation, Cynamon was professional, knowledgeable, and genuinely invested in helping me. She explained everything clearly, answered all my questions with patience, and even anticipated my needs before I brought them up. Her prompt communication and attention to detail made the entire process seamless and stress-free. It’s rare to find someone who combines expertise with such genuine care, and Cynamon truly went above and beyond. I can’t recommend Horizon Trust—and especially Cynamon—highly enough!

Horizon Trust is such a great custodian, I recommend them over and over. Everytime I speak with Christine, she makes me feel so comfortable. She has great knowledge and communicates well.

Amber was knowledgeable and very helpful. Very grateful for the help.