Horizon TrustReviews of horizontrust.com

Love Celeste! She's pleasant, responsive & efficient :)

I've come to expect a high level of client support from Horizon Trust over the years. My recent experience reinforced that expectation. I had a confusing, thorny problem transferring funds between Roth IRA accounts that was quickly resolved by the super capable Horizon Trust support team. I am a very satisfied customer. Special thanks to Cheyenne for her stellar personable and professional service. Horizon Trust Company has earned my highest recommendation.

I have called Horizon quite a few times this last month and my experience has been great. Our company had questions on two LLC’s to do with accounting and moving money to Horizon. I have been working with Chy on the phone calls and emails and it has been a pleasure to work with her. She follows through and has resolved the matters. Very professional and great communication skills.

Claudia Guzman has been extremely helpful and I really appreciate her patience and guidance. Some of us are in our 60s and we’re not very computer savvy and understand a lot of the language the way it’s written and I appreciate Claudia Guzman taking a little extra time for some of those like myself that are a little slower at completing and understanding forms and the way they should be done. It’s very helpful to have a bilingual person that understands her culture on how we the Hispanic population at times we might ask a lot more questions. Overall all of your employees have always been very friendly customer service and helpful.

Ms. Jessika Soto extremely professional, knowledgeable, friendly. Her explanation of the conversation with the Custodian and the process was thorough. I felt comfortable and trusted her expertise in my business transaction. Thank you, W. Hancock

Jessika was great to work with, she was on time with the call and very helpful during the process of my transaction from Fidelity to Horizon.