Horizon TrustReviews of horizontrust.com

I called in today for help with my account and Mira helped me out. She was thorough and very helpful. I got satisfactory resolution for my issue.

Mira did a great job answering my questions and helping me through the deposit process with great service.

The person (I wish I had her name) that helped was very patient and resolved my concerns. I appreciated her willingness to walk me through re-connecting to my account while I was online. She was very helpful.

El was great in helping me with what I needed. HTC has hired the right people to help their clients. Keep it up.

The associate who helped me was very thorough and went above and beyond to make sure I was clear on amounts that would be taxed from a distribution from my account. She also offered to call me tomorrow once my wire shows up and is recieved.

The agent was competent, helpful and helped me complete the task

Making the decision to leave our previous IRA custodian wasn't easy, but from our very first interaction with Horizon Trust, we knew we had made the right choice. The professionalism, responsiveness, and ease of communication have been outstanding from day one. What has impressed us most is Horizon Trust's exceptional attention to detail. Every step of the transfer process was handled with care, and the communication has been a refreshing change from our previous custodian, where a lack of communication was one of the primary reasons we decided to move our accounts. While everyone we worked with was knowledgeable and helpful, I want to give a special shout-out to Samantha Lugo. Her consistent follow-up, responsiveness, and genuine commitment to making sure everything went smoothly truly made this a first-class experience. We already feel at home with Horizon Trust and have complete confidence in our new custodial representative. If you're looking for a company that values communication, professionalism, and customer service, I highly recommend Horizon Trust.

I needed to add a beneficiary to my account. Mira was very helpful. She understood what I needed and sent me the link, explaining everything for me. It was a good experience. Thank you.