Jessika is one of the best customer… Jessika is one of the best customer service representatives I have ever had work with me. She called me right away, helped navigate two rollover transfers with the other financial institutions on the line. She asked perfect questions to the financial groups to navigate the rollover, and detailed to me a plan for follow through. She is thoroughly responsive, professional, and pleasant to work with. It cannot be done any better. Than you!

total dedication of Dana Gross to get… total dedication of Dana Gross to get to a solution on a difficult transfer with the dreaded Merrill Lynch, calls encompassing 2 hours or more in length! great work Dana! thanks,

Jessika Soto answered every question Jessika Soto answered every question that I had. We discussed the Roth IRA and the steps needed to transfer the taxable IRA into a Roth IRA. I am confident that in a short period of time all the funds will be transferred into a single account.

Happy Transactions Jessika knows her busyness. She is calm and informative. She answered all my questions, and walked me through this with confidence. I feel that I am a top priority, and important to her.

Bree Tagle at Horizon is Awesome! Bree Tagle was very organized and informed about my account. And was able to answer every single question quickly. I would highly recommend working with her and Horizon Trust.