Horizon TrustReviews of horizontrust.com

Mercie Davis made this seem easy! She is very professional and extremely helpful.

Dana was super knowledgeable, helpful & patient.

Working with Marcie was an enjoyable experience, she has kept us up to date with the ongoing process of getting our transfer completed and has been very knowledgeable about the task at hand.

Claudia Guzman is an absolute rock star that went 110% above and beyond to help me. On several occasions she literally rescued my investment and made sure the funds got to where they needed to be. In fact, dont even know if she is my actual account manager, but she didnt care. Customer Service and making sure I was satisfied was her top prioerity. You just dont see this level of customer service these days. Working with Claudia, I know I have someone looking out for me. - L.F.

Jessika Soto was great to work with and spent the time to make sure everything was done correctly! Her patience and dedication to making sure my experience was more than just an average interaction- her ability to work diligently and getting everything set up Correctly was exceptional!

It has been a pleasure working with Amber during my transition to Horizon Trust. She is exceptionally communicative and efficient, making the process smooth and stress-free. This has truly been one of the best client-to-customer experiences I’ve ever had.

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.