Horizon TrustReviews of horizontrust.com

I received the pleasure of communicating with Horizon Trust representative, Ms. Alicea Royal. Ms. Royal went beyond the call of duty to make me comfortable with the Solo K process and procedure. Ms. Royal was patient and professional at all times. She made certain that I was fully informed. Ms. Royal cares about the client and the client's success. I found Ms. Royal to be mature and wise. When the process concluded, I was encouraged, inspired and hopeful that the best is yet to come in every area of my life. Kudos! Continue in Excellence!

I had an excellent experience with Horizon Trust! From start to finish, their communication was top-notch. They kept me informed every step of the way and were always quick to respond to any questions or concerns. They truly stayed on top of everything, ensuring that my needs were met and everything was handled efficiently. What stood out most was how quickly they got things done without compromising on quality. Highly recommend them for anyone in need of trust services—professional, reliable, and incredibly efficient!

I needed information and assistance when I called and I was fortunate to have Paddie assist me. Her help and assistance was excellent.

Dana was patient, accommodating, knowledgable and if she was unaware she connected me to the resources to get what I needed. I felt she went above and beyond to provide a great experience with me.

I called in to get assistance with requesting a payout. Ben was able to patiently guide me through the deposit form, and choose the appropriate category. He waited while I pulled up the form online, and then helped me navigate. His customer service was exemplary! Great job Ben

I spoke to Taddie today about 2 forms I was having difficulty filling out. She walked me through line by line on both forms. Words can not express how PATIENT, knowledgeable and professional she was! During our phone conversation, while filling out one of the forms, we were cut off. Taddie called ME back immediately! What customer service representative does that???!!!! The world needs more people like Taddie! Thank you Taddie!

I've been working with Brandi and Samantha to open and fund my account at Horizon. I cannot say enough about them both. They are extremely responsive, professional, knowledgeable and patient, particularly dealing with my current custodian who is challenging to say the least. Next level customer service. I feel as if I were joining a family, not a financial institution. Thank you!

Horizon Trust and Amber Neubig made the whole process of opening a SDIRA easy. This was a multi step process that I thought was very confusing in the beginning, but Amber walked me through it one step at a time, which was very helpful. Funding a project was quick and straight forward. Thank you Amber and Horizon Trust.